Retirement tax questions

20 1099-R forms is the limit.

If you have several forms and the box 7 codes are the same and there is no box 4 withholding then you can combine the totals of the other boxes and report as a single 1099-R.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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