DavidD66
Expert Alumni

Retirement tax questions

Are you sure that is your Form 1099-R?  A 1099-R should only have one Box 1 - Gross Distribution and one Box 4 - Federal Income Tax Withheld.  Perhaps you are looking at an account summary that came with your Form 1099-R, and shows account activity.  If that's the case the actual Form 1099-R would report the combined amounts.   Or maybe you have two retirement accounts and two separate Forms 1099-R,  in which case you would need to enter as two separate Forms 1099-R.

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