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13108: 1099-R - Box 7, Code 8 Does Not Flow to Line 4


1040 Individual Generally

I entered a code of 8 in box 7 of the 1099 screen, but the amount isn’t flowing to line 4 (line 16 in Drake17 and prior) of the 1040. Why is the amount not flowing?

Starting in Drake18, if the 1099-R reports a code of 8 in box 7 (Distribution Code) and is typed in that field on the 1099 screen, the amount will flow to line 1 of the 1040 to be included in wages.

In Drake17 and prior, if the 1099-R reports a code of 8 in box 7 (Distribution Code) and is typed in that field on the 1099 screen, the amount will flow to:

  • line 7 of the 1040 to be included in wages
  • line 15 of the 1040 to be included in IRA distributions if the IRA/SEP/SIMPLE box is marked on the 1099 screen.

Codes which will flow to line 16 of Form 1040 include 1, 2, and 4 (if the IRA/SEP/SIMPLE box is not marked on the 1099 screen).

For a list of codes available for box 7 of the 1099-R, please see the Guide to Distribution Codes in the instructions for Form 1099R  1099-R Instructions.

For more information on the amounts reporting to line 1 (line 7 in Drake17 and prior) of Form 1040, see the 1040 instructions:  Form 1040 Instructions


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