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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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‎February 9, 2025
12:51 PM