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Retirement tax questions
This is one of those "How many" issues. TTX does have a # of 1099-R forms limit, as to how many you can enter into the software...Don't know what this year's limit is though...yet. Maybe you'll hit it.
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Vanguard has historically (an annoyingly) issued what appears to be separate 1099-R forms for each holding in the one retirement account, when $ are distributed proportionally from each of the holdings.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 23, 2020
10:18 AM