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February 24, 2022
Question

TurboTax is asking for a value for Box 9a on Form 1099-R. I do not have Box 9a on y 1099-R

  • February 24, 2022
  • 1 reply
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There is no Box 9a on my Form 1099-R

1 reply

JohnB5677
February 24, 2022

 

Please follow this guide to resolve the Box 9a issue:

 

Box 9a, percent of total distribution,

  • Is used when a 1099-R distribution is split between more than one person.
  • This is unusual, and if it was empty on the form you received you can leave it blank in TurboTax.

Option 1. You should leave box 9a blank in TurboTax if that section is blank/missing on your 1099-R.

  • Click in the box and hit the backspace/delete buttons several times (or hold them down) to make sure the box is really empty. 

Option 2. 

  • If you are unable to leave the space empty (if you receive an error message), then you will need to delete and manually re-enter the form. Here are the steps to do that: 
  1. You are in the Online version
  2. If you have already entered a 1099-R you will come to a summary screen.
    1. Click "delete" next to the 1099-R you wish to delete.
    2. Confirm that "yes," you want to delete.
  3. You will be taken back to the 1099-R summary screen.
    1. Select "Add a 1099-R" and then
    2. "I'll type it in myself"
  4. Enter the information and leave box 9a blank when you get to that part. 

Option 3. 

  • If the 1099-R was not distributed among others and if you received 100% of the distribution. enter "100".

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