Cynthiad66
Expert Alumni

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.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"