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April 10, 2023
Question

In review check entry says i need to change code in box 7 buy it won't let me why?

  • April 10, 2023
  • 1 reply
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my 1099r shows only one code but in review saying i entered 2 codes

1 reply

April 10, 2023

If you are  getting an error message like this, you need to return to the 1099-R and check that box 7 was entered correctly. 

 

To do that:

 

 

  1. Select Federal on the left side menu, then Wages & Income.
  2. Scroll down find Retirement Plans and Social Security.
  3. Expand the section and find IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Select Start or Update to the right.
  5. On the screen titled, Here's your 1099-R info, look for the 1099-R below the gray line.
  6. Click Edit to right of that entry. 
  7. Continue until you get to Enter your 1099-R details from (name).
  8. Scroll down to box 7. Make sure the correct code is selected and that the box for I have more than one value in Box 7 is not checked. Make any corrections needed and click Continue. 
  9. Click Review on the left and the program check your return again. 

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