Hi,I have two 1099-R's but these were for the same money which was transferred from a former job to an account which was first transferred to a Traditional IRA and then it was transferred to a Roth IRA. Do I need to report both 1099-R's? My concern

Forum|Forum|7 years ago
June 6, 2019
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Best answer by null725

You must report each and every 1099-R that you get. No exceptions. Just enter them as they are and Turbotax will figure it out. All of the distributions will show in the Income Summary page, but that does not mean that they are all taxable.

null725Answer

Level 13

Hi,I have two 1099-R's but these were for the same money which was transferred from a former job to an account which was first transferred to a Traditional IRA and then it was transferred to a Roth IRA. Do I need to report both 1099-R's? My concern

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