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Level 2
February 25, 2023
Question

1099R

  • February 25, 2023
  • 1 reply
  • 3 views

Entered all my information for 1099R however I keep getting this error to fix asking me to fill out "Pension, Annuities and IRA worksheets TP: Part D, Line 2 must be entered"  I do not have any information for line 2 nor have we taken a lump sum distribution.  Don't understand how to fix this error.  We receive a monthly distribution from IRA account no lump sum distribution or conversion to Roth 401K.  Please help resolve.

    1 reply

    Level 15
    February 26, 2023

    It seems like the box on line D1 somehow got marked.  If you can't figure out how to unmark that box, I suggest deleting and reentering the Form 1099-R.

    Level 2
    February 27, 2023

    THANK YOU, that resolved the issue.