should I leave box 5 blank

mjcoking · ‎March 14, 2025

all information is entered correctly on the 1099-R details but the program will not accept it

KrisD15

If Box 5 on a 1099-R is blank, there should be no issue, UNLESS you are entering a 1099-R in the Social Security 1099 section.

If that is the case (the entries are very close to one another in the program)

Go to

If you have a 1099-R, first look at

"Social Security (SSA-1099, RRR-1099)" and make sure the 1099-R was not entered there

If it is there, please delete it (use the trashcan)

Next go just below/after that to

"IRA, 401(k), Pension Plan Withdrawals (1099-R)" and see if it is entered there.

If not, please enter it

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Do you have an Intuit account?