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Personal Finance (Not Investing) • Re: IRS 2024 Form 1099-R Box 7 filing rejected with single code

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According to the “IRIS known issues and solutions” page at https://www.irs.gov/tax-professionals/i ... -solutions , this is a bug that they are working on fixing. So it’s not your fault.

The Excel spreadsheet on that page that was updated Jan 14, 2024 says “The Taxpayer Portal is incorrectly requiring both fields to contain an entry in Box 7, Distribution Code. Not all distributions will need an entry in both fields.” and “A fix is being worked.”
Many thanks. When I checked that link immediately after the last submission failure, it had not been updated since 12/17/2024, and the bug had not been acknowledged.

Statistics: Posted by ThriftyInvestor — Wed Jan 15, 2025 2:49 pm



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