So I have three Roth IRA accounts, I am still waiting for my last 1099-R from a different financial institution. I currently have two 1099-R forms.
First 1099-R form:
- Box 1 - 9,900
- Box 2b is checked
- Box 5 has nothing
- Box 7 Distribution code is J
Second 1099-R form:
- Box 1 - 3,000
- Box 2b is checked
- Box 5 has nothing
- Box 7 Distribution code is J
Those are the only boxes that are filled out for both 1099-R forms
