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Get your taxes done using TurboTax
I do not know anyone personally that has done this. Just make sure the amounts in boxes 1, 2 and 4 of each form add up to the totals in the Form 1099-R you received. If there were any state or local amounts reported, you can probably report them all on one of the "split-1099-Rs"). This work-around should not have any effect on your tax calculation or create a mismatch with the IRS record of the 1099-R - they are concerned with the total amount paid to you, not whether it is split between two 1099-Rs.
If the amount of income reported is accurate, IRS will not have any concerns.
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‎February 3, 2021
2:46 PM