Skip to main content
April 18, 2023
Question

If neither of my boxes are checked in 2b of my 1099-R, then what do I indicate on the return? It won't let me continue

  • April 18, 2023
  • 2 replies
  • 0 views
No text available

2 replies

JohnB5677
April 18, 2023

It is common that neither of the boxes in 2b are checked.  It may be something else that is hindering you moving forward.

  • Do you have an entry in Box 1?
  • Do you have an entry in Box 7?
  • Have you completed all of the Payer's information?
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
SteamTrain
Employee
April 18, 2023

In some situations ...with a box TTX is complaining about?

 

Especially for 1099-R forms that are being re-used this year...if the box is not checked on your paper 1099-R form, sometimes you have to "X" and then un"X" it, just to show you've dealt with it.  Then you can move on.

________

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