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Multiple 1099-R forms for same withdrawal do I enter both?
My husband first transferred his 401(k) into an IRA and then pulled the money out of the IRA because of a financial hardship. We received a 1099-R for the initial transfer to the IRA which states it wasn't taxable and another for the actual withdrawal of the money which was taxable. Do I need to enter both of these 1099-R form or just the one for which we were taxed? I have them both entered now and it is showing our retirement income as double what it truly was.
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‎June 4, 2019
1:16 PM