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Retirement tax questions
Please elaborate:
What do you mean by "combines my TIAA account and my CREF account?"
What do you mean by "Turbo Tax wants me to enter the amounts separately?"
Perhaps what you have are two Forms 1099-R that just happen to be printed on a single sheet. If each account is listed separately, with separate totals, enter each as a separate 1099-R.
‎January 26, 2023
11:31 AM