@Anonymous wrote:
Ok, you are still not getting it.
Forget (2a). This is all under (1) Gross Distribution.
It is like they should have given me two different 1099-R forms. Instead, they just put it on one, with two different distribution amounts. Can I add these together in one entry into Turbo Tax or do I need to put them in as two separate entries?
If I understand yiu question you have a single 1099-R that lists two (or more) amounts in box 1.
Does it have any note next to then to indicate different securities or accounts?
Some financial institutions assign different account numbers to each security so when a distribution is taken they list the gross amount from each separately in box 1 rather than just the total. Most financial institutions simply list the total.
If that is the case then just add all box 1 amounts together and enter the total.
**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.**
