AnnetteB6
Expert Alumni

Retirement tax questions

If both box 1 entries are reported on the same Form 1099-R, then those can be combined.  

 

Report box 2 exactly as it was reported to you.  If there are two numbers there as well, you can combine them.  If box 2 is blank, leave it that way.

 

If you have a question about what is being reported on the 1099-R, contact Vanguard for further information.

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