What if I have two 1099-R for my wife? One is for a partial distribution earlier this year, one for total distribution when she was discharged later this year.

Skip7354 · ‎June 6, 2019

Your system won't allow me to enter two 1099-R for the same place. Do I just add the amounts from both 1099-R for the one entry?

PaulaM · ‎June 6, 2019

No enter them one at a time in the Retirement section. After you enter the 1st 1099-R, select the 'add a 1099-R' link for the 2nd form. To navigate to the section:

In your open return, select My Account
Tools
Topic Search
Type '1099-R' in the box, then select GO

See attachment.

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What if I have two 1099-R for my wife? One is for a partial distribution earlier this year, one for total distribution when she was discharged later this year.

Retirement tax questions