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New Member
posted Feb 9, 2024 12:33:19 PM

Form 1099-R Item 9a

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.

0 4 910
4 Replies
Expert Alumni
Feb 13, 2024 7:22:10 AM

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 

New Member
Feb 13, 2024 7:59:38 AM

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

 

Level 15
Feb 13, 2024 8:00:31 AM


@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.

Level 15
Feb 13, 2024 8:23:51 AM

The problem is with the Form 1099-R itself.  Despite the fact that the payer should never put a zero in box 9a, some do instead of leaving it blank.