We'd love to help you complete your tax return, but need more information. Can you please clarify your question? I understand that you are having an issue with Box 3 of your 1099-R. Is there an entry in Box 3 Does the Box 3 heading say "Capital Gain (Included in Box 2a)" If there is no entry, try to enter "0" in Box 3.I know this probably doesn't completely answer your question. Please contact us again and provide some additional details.

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rdrlh2a

Solved

Why does it keep asking for me to fill in Box 3 from the 1099 R? I have box 3 on ours.

Forum|Forum|2 years ago
February 6, 2024
2 replies
0 views

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TurboTax Free Edition Online

Best answer by DoninGA

@Old11 wrote:

I am having the same problem. There is nothing in Box 3. The 1099-R is from a pension annuity. I believe that Turbo Tax’s prompt is looking for a value prior to the distribution but I never contributed to the pension. No value is deducted with each payment. My company guarantees the amount for each month that I survive

You should leave box 3 blank on the Form 1099-R. If the program is requiring an entry in box 3, delete the Form 1099-R and re-enter manually. That will clear the program error.

JohnB5677

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

I understand that you are having an issue with Box 3 of your 1099-R.

Is there an entry in Box 3
Does the Box 3 heading say "Capital Gain (Included in Box 2a)"
If there is no entry, try to enter "0" in Box 3.

I know this probably doesn't completely answer your question. Please contact us again and provide some additional details.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Old11

I am having the same problem. There is nothing in Box 3. The 1099-R is from a pension annuity. I believe that Turbo Tax’s prompt is looking for a value prior to the distribution but I never contributed to the pension. No value is deducted with each payment. My company guarantees the amount for each month that I survive

DoninGAAnswer

Employee

@Old11 wrote:

I am having the same problem. There is nothing in Box 3. The 1099-R is from a pension annuity. I believe that Turbo Tax’s prompt is looking for a value prior to the distribution but I never contributed to the pension. No value is deducted with each payment. My company guarantees the amount for each month that I survive

You should leave box 3 blank on the Form 1099-R. If the program is requiring an entry in box 3, delete the Form 1099-R and re-enter manually. That will clear the program error.