DDOregon
New Member

After you file

An IRA includes all investments under one IRA plan or account. File only one Form 1099-R for distributions from all investments under one plan that are paid in 1 year to one recipient, unless you must enter different codes in box 7. You do not have to file a separate Form 1099-R for each distribution under the plan.

I have distributions from 2 funds from the same Mutual Funds.  I will let you know if the IRS accepts the return.  I have never had this issue in prior years.