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March 4, 2025
Question

Form 1099-R

  • March 4, 2025
  • 1 reply
  • 0 views

I’m trying to finish my taxes but after I enter the information on the form it gives a error message that something isn’t right, box 2a is empty but then 2b has both boxes checked and I had them keep or take out 10% for taxes when I had to get the distribution so that amount is in box 4 and then box 7 has 1 and box for IRA/SEP/Simple checked so what should I do to finish and submit my taxes or is the form incorrect?

    1 reply

    SharonD007
    March 4, 2025

    Try clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.

     

    If that doesn't work, delete your 1099-R and re-enter it.

     

    How to delete a 1099-R:

     

    1. Open TurboTax
    2. Go to Income & Expenses
    3. Select Review/Edit
    4. Go to Form 1009-R
    5. Select Add/Edit
    6. Select the trash can next to the 1099-R that you want to delete

     

    Then add the 1099-R again.

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