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Level 2
July 14, 2020
Question

Smart Check 1099R error message

  • July 14, 2020
  • 1 reply
  • 5 views

Smart Check is telling me I have an error because my Taxable amount can't be greater than my Gross distribution amount.  The same amount is shown in the 1099R's Box 1 and Box 2a.  (Box 7 has code 7.) How do I get error message corrected?  Thanks!

    1 reply

    macuser_22
    Alumni - Champ
    Alumni - Champ
    July 14, 2020

    I suggest that you delete the 1099-R and re-enter manually. 

     

    Be sure there is not a 2nd 1099-R present.

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
    JohnN86Author
    Level 2
    July 15, 2020

    Thanks!  Deleting and re-entering worked!