@davisdriverjr wrote:
Thanks mac_user!
All of the other research I've done relating to multiple 1099-R's, the answer on this forum in every post I've found is to file all 1099'R's. Only filing the last, correct 1099-R makes sense to me, but I'm hesitant given all of the other advice to file all 1099-R's.
Can anyone else confirm that I don't need to file the first two 1099-R's I received?
You would never file a 1099-R if you received a corrected 1099-R for that 1099-R. The corrected 1099-R replaces the first and is filed in it place. You can enter the corrected 1099-R if it makes you feel batter but a zero box 1 and zero box 2a will do absolutely nothing in TurboTax. A 1099-R that does not have any box 4 tax withheld does NOT get sent to the IRS, only the box 1 an 2a amounts (if non-zero) get entered on the 1040 form. It serves no useful purpose to enter anything other than the single correct 1099-R since the other two cancelled each other out and no longer exist.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
