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howardwbaker
Level 2
February 9, 2024
Question

Form 1099-R Item 9a

  • February 9, 2024
  • 4 replies
  • 32 views

I believe Turbo Tax has a programming error when requiring a positive entry in Box 9a when the distribution is not a Total Distribution. Payer's leave this box blank. Turbo Tax forces an entry greater than .01 and does not allow an override. My opinion.

    4 replies

    RobertB4444
    Alumni - Intuit
    February 13, 2024

    Box 9a should not have an entry in it if it is left blank on the form.  Leave it blank - do not try to put a zero in the box.  The system reads the zero as an entry and tries to correct it.  You only need to enter the information that is relevant to your taxes.

     

    @howardwbaker 

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    howardwbakerAuthor
    Level 2
    February 13, 2024

    Turbo Tax forces an entry even when left blank (no "0") input. No override capability. I believe there is a programming error.

     

    DoninGA
    Level 15
    DoninGALevel 15
    Level 15
    February 13, 2024
    @howardwbaker wrote:

    Turbo Tax forces an entry even when left blank (no "0") input. No override capability. I believe there is a programming error.

     

    Delete the Form 1099-R and re-enter manually.  This should correct the problem.

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