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February 21, 2024
Question

Why do I keep getting request data for 2 items that are reported on 1099R forms and you keep asking me for 1099DIV forms which I have never had?

  • February 21, 2024
  • 1 reply
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1 reply

DaveF1006
February 21, 2024

To clarify, what are the two items that are reported on the 1099R that needs attention?

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SteamTrain
Employee
February 21, 2024

ANND...what are any of the code letters showing in box 7?

 

Like maybe a code "U" ?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
February 24, 2024

Box 7 Distribution code 7

IRA/SEP/SIMPLE is marked with X

 

Box 7 Distribution code 7 

IRA/ SIMPLE is not 

checked.

 

3 accounts, all reported on 1099-R forms.

turbotax is looking for 2 of the 3

be reported as 1099-DIV

 

What can I do ?