We have two retirement accounts that are managed by the same retiree pension service. They look like this on form 1099-R:
[ this bank ] Retiree Services for
[ company A ] Pension Plan
and
[ this bank ] Retiree Services for
[ company B ] Pension Plan
I entered them on Line 1 and Line 2 of the form as shown. Apparently the IRS review only looks at Line 1 and saw these as a duplicate entry. I changed them to put the entire source on Line 1, like this:
[ this bank ] Retiree Services for [ company A ] Pension Plan
and
[ this bank ] Retiree Services for [ company B ] Pension Plan
