DaveF1006
Expert Alumni

Retirement tax questions

just report one 1099R from both 1099R's. The only information that will be different will be the state information in Boxes 14-16, which need to be reported separately.  There will be extra boxes for reporting the two states. 

 

Box 9A should be blank. I am not sure why it is defaulting to 0.00. Try consolidating the 1099R into one form and see if this clears the error.

 

@cognito58 

 

 

 

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