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March 7, 2021
Question

I have a 1099 R that says I have box 2b checked and I have a distribution value in boxes 1 and 2a, yet it will not let me move on to the next page. What do I do?

  • March 7, 2021
  • 1 reply
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1 reply

March 7, 2021

Depends.  First, I would review to make sure all the boxes from the 1099R are included in TurboTax.  Particularly box 7.  There should be a code in that box that needs entered.  Also, if this is an IRA, make sure and indicate that in TurboTax in box 7.  If that doesn't work, you might need to delete the 1099R and re-add it.  After you have logged in and are in your return in TurboTax Online:

 

  • Go to Search at the top of the screen.
  • Enter Form 1099-R in the search box. 
  • You will see a Jump To function that will take you to the 1099-R input screens. 
  • Delete the 1099R in question by clicking on the trash can next to the form
  • Then add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"

 

 

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A 1099R is used to report retirement plan distributions.  If this distribution was pandemic related, you may qualify for deferring a portion of the income into 2021 and 2022.  It must be a coronavirus related retirement plan distribution made in 2020 and made to a qualified person, The IRS defines a qualified person as:

1. You were diagnosed with the virus SARS-CoV-2 or with coronavirus disease 2019 (referred to collectively in these instructions as coronavirus) by a test approved by the Centers for Disease Control and Prevention (including a test authorized under the Federal Food, Drug, and Cosmetic Act).

2. Your spouse or dependent (as defined in section 152) was diagnosed with coronavirus by a test approved by the CAUTION ! CAUTION ! Centers for Disease Control and Prevention (including a test authorized under the Federal Food, Drug, and Cosmetic Act).

3. You experienced adverse financial consequences as a result of you, your spouse, or a member of your household (as defined next):
   • Being quarantined, being furloughed or laid off, or having work hours reduced due to coronavirus;
   • Being unable to work due to lack of childcare due to coronavirus;
   • Having to close or reduce the hours of a business you, your spouse, or a member of your household owned or operated due to coronavirus; or
   • Having a reduction in pay (or self-employment income) due to coronavirus or having a job offer rescinded or start date for a job delayed due to coronavirus.