TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

1099-R Part D line 2

Forum|Forum|1 year ago
April 6, 2025
1 reply
0 views

I have a 1099-R and this is for a fixed annuity that I receive under 'Joint and Survivor' pension plan, and the entire amount is taxable, and box 1 and 2a both have the same amount. During Review, TT forces me to enter some value in Line 2 of Part D. I tried entering zero but the error remains.

Thanks in advance for any tips.

Raj , April 6, 2025

Can you provide more information? Are you referring to line 2 of your 1099-R? There isn't a line 2 D on Form 1099-R.

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

Online review takes me to form 1099-R,

Then Part D General Rule Method, then line 2 Expected Return on Contract. I tried to enter zero in this line but error remains the same.