9481
Diagnostic text ONLY. Do not use this field for troubleshooting or questions. Please enter the diagnostic exactly as seen in the program. For the solution, only enter the steps taken to resolve the diagnostic. Comment AFTER posting. ***Please Delete this and the above text before posting*** The following diagnostic is generating:
Pension, IRA #xx: According to the issuer's instructions for Form 1099-R, an invalid combination of distribution codes was entered with this retirement distribution. combination of distribution codes was entered with this retirement distribution. Verify that the entries in 'Distribution Code #1' and 'Distribution Code #2' have been entered exactly as shown on the 1099-R that was issued. If the codes that you have entered match the 1099-R, then the issuing institution may need to be contacted. [Ref #9481]
Solution: The Form 1099-R issuer is correct in using "Y7" codes, in conformity with IRS instructions. The solution to solve the diagnostic is simple, just remove the "7". It is optional, and the return will process correctly with just code Y.
