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I receive a CSA 1099R. On it, there is a Box 7. (Distribution Code(s)) where it says "2 - NONDISABILITY".TurboTax wants info for a box 7a AND a box 7b. What do I do?

Forum|Forum|7 years ago
June 6, 2019
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Is it necessary for me to make entries for TurboTax's Box 7a AND Box 7b. Since my form CSA 1099R only has a Box 7 - not divided into a and b - what do I enter and where do I enter it?

TurboTax Premier Online

Best answer by DanielV01

Leave 7b blank. Some reporting agencies put a qualifying explanation with a second code in box 7b when box 7(a) code is 2. This is because a box 2 code is that you don't have a penalty for the early distribution, but that box doesn't say why. Box 7b does give the explanation with a code. But it is not required for the issuing agency to put this information. Thus, if you do not have a box 7b, leave that box blank on the TurboTax screen.

DanielV01Answer

Employee

Leave 7b blank. Some reporting agencies put a qualifying explanation with a second code in box 7b when box 7(a) code is 2. This is because a box 2 code is that you don't have a penalty for the early distribution, but that box doesn't say why. Box 7b does give the explanation with a code. But it is not required for the issuing agency to put this information. Thus, if you do not have a box 7b, leave that box blank on the TurboTax screen.

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bobruyle

Referring back to this question: you still did not answer what goes in box 7a when the code given is 2-NONDISABILITY and turbo tax gives an automatic entry of 2-EARLY DISTRIBUTION (Except Roth) no known exception... do I go ahead and use Turbo Taxes 2-EARLY DISTRIBUTION or do I enter some other number that is more relevant since these two do not seem to match (in my opinion)