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New Member
posted Feb 25, 2023 3:29:08 PM

1099R

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.

0 2 199
2 Replies
Level 15
Feb 26, 2023 6:01:10 AM

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.

New Member
Feb 27, 2023 7:35:06 AM

THANK YOU, that resolved the issue.