Depends...if one was a corrected form...then only that one is needed.

But if the box 7 code numbers are different...then they are entered separately.

And a few companies send out separate forms when you have different holdings in that account to distinguish which holdings the $$ came from (a somewhat unnecessary propogation of forms...opinion)

Box 7 codes are the same. One has the IRA box checked off next to box 7 and the other doesn't. One has the total distribution box checked off next to it and the other doesn't

Nether have the corrected box checked off

So...what did you do?

Roll a 401k into an ira....then take some money out...or convert some to roth?

There's a whole host of possibilities And at thi point wd can only guess.......if you don't know what you did, and cannot decrib what pension/401k/IRA moves you did last year.....then asking the people at the financial inst. Might be your first step.

I rolled a 403b into a traditional IRA. I didn't take any money out. The difference of amounts is less than .50 cents. I called them and they said to report both. I put both into the tax form online but now it shows I have double the money, which I don't have.

The transferred $$ will show as double for two transactions

The 403b to IRA (ira/sep/simple box not checked) will show zero taxable income incom if the folollowup questions you answered indicated the rollover.

The second 1099-R with the ira/sep/simple box checked should not exist unless you took the money out or moved it into a roth ira.

Call them again and ask what that second 1099-R represents.