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April 9, 2023
Question

Turbo Tax asks for info in boxes 2b, 7, 9a, 13, 12. My 1099R left those boxes blank. What should I do?

  • April 9, 2023
  • 1 reply
  • 0 views
I don't have info Turbo Tax desires.

1 reply

April 10, 2023

If you have no information in those boxes then leave them blank. If the boxes are highlighted then there should be a small X under them when you click on it it will confirm that no entry is needed. 

 

If this doesn't work you might have to delete and renter your Form 1099-R:

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Update" next to "IRA, 401(k), Pension Plan (1099-R)
  4. On the "Review your 1099-R info" screen click "Delete"
  5. On the "Review your 1099-R info" screen click "Add another Form 1099-R"
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