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March 8, 2021
Question

Box 2a on 1099R is not checked and as a result TurboTax is preventing me from e-filing. How can I resolve this?

  • March 8, 2021
  • 1 reply
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1 reply

Employee
March 8, 2021

Box 2a is not a check off box.  Rather, it should be blank, say unknown, or contain a dollar amount.

If blank or unknown, leave it empty (do not enter a zero).

 

If you mean Box 2b, don't check off the boxes there unless they are checked on the 1099-R itself.

2020 Form 1099-R (irs.gov)