1099-R showing no Gross Distribution amounts
Description of Issue
I've created my 1099-R records but there is no amount in the Gross Distribution field for box 1
Context
- Munis
- 1099-R Wizard
- Employee W-2 and 1099-R
Cause
On the Create Step in the CASDI/Gross Distribution/Box 5 tab, the pay codes needed to report Gross Distribution were defined in the, Do you wish to exclude pays from the Gross Distribution Amount? fields.Â
Resolution
- From the 1099-R Wizard, click the 3.Create step.
- Click the CASDI/Gross Distribution/Box 5 tab.Â
- Under, Do you wish to exclude pays from the Gross Distribution Amount? remove the pay codes in the From and To range.
- Click the forward arrow at the bottom of the screen to go to the next step and create the 1099-Rs again.Â
*Note, when you create the 1099-Rs again, these will replace all previously created 1099-Rs so if any manual changes were made, they will need to be made again.
Additional Information