Retirement tax questions

Most financial institutions only list  the total distribution in box 1 and 2a.    A couple of financial institutions assign different account number to each fund that they hold so when  a distribution  is made they list each fund on a different line in box 1 and 2a.  As long as the box 7 code is the same you can just add up all the box 1 and 2a amounts and only enter the totals.    Only the totals will get sent to the IRS anyway  since only the total will go on the 1040 line 4.

**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.**