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February 19, 2023
Question

How to continue with 1099-R box 2b, total distribution box is not checked and should not be checked as it is not a total distribution?

  • February 19, 2023
  • 2 replies
  • 0 views
turbo tax will not let us continue when there is no information on what to do.

2 replies

February 19, 2023

Please try checking and unchecking the boxes in 2b and see if you can continue.

 

If the first box in 2b "Taxable amount not determined" is checked, the payer was unable to determine the taxable amount and box 2a should be blank, except for an IRA. TurboTax will help to determine the taxable amount. 

If the second box in 2b "Total distribution" is checked, the distribution was a total distribution that closed out your account.

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SteamTrain
Employee
February 19, 2023

If that 1099-R carried over from last year...but empty...then you may have other boxes on the form that the software requires you to be checked...then Un-checked (if not really needed).

________

To clear all similar issues (many boxes colored yellowish).

1) Scroll to the bottom of the page and click on <Back>

2) Then on the prior page, click on <Continue>

 

That should clear everything up and you can use just the boxes you actually need to make entries on.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*