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Get your taxes done using TurboTax
Did you get two separate distributions?
Do you have two retirement accounts?
Are the distribution amounts (box 1) on the two 1099-Rs the same?
Did you have one retirement account that was moved from one institution to the other?
Is one of the 1099-Rs marked "Corrected"?
Whatever the explanation, if two 1099-Rs were issued, you most likely have to enter both of them on your tax return.
Maybe you can still call one of the issuers, or whoever manages your retirement account, and ask them why you got two 1099-Rs.
Do you have two retirement accounts?
Are the distribution amounts (box 1) on the two 1099-Rs the same?
Did you have one retirement account that was moved from one institution to the other?
Is one of the 1099-Rs marked "Corrected"?
Whatever the explanation, if two 1099-Rs were issued, you most likely have to enter both of them on your tax return.
Maybe you can still call one of the issuers, or whoever manages your retirement account, and ask them why you got two 1099-Rs.
‎June 6, 2019
6:45 AM