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Solved

How do I get 4 additional 1099-R's? I have used the existing 20 in Turbo-Tax Premier and need 4 more.

Forum|Forum|7 years ago
June 4, 2019
1 reply
9 views

There are not enough 1099-R's in Turbo tax. I need 4 more

TurboTax Premier Windows

Best answer by SteamTrain

yeah...that's a problem this year.

....the workaround is as follows....

For any 1099-R forms that were issued from the same Payer.

Find any that have exactly the same box 7 codes....

Then add the boxes on those 1099-R forms together for those and enter as one 1099-R form.

Don't put a 1099-R with two box 7 codes in with any with one box 7 code...the codes must exactly match.

_________________________

IF they ALL have the same box 7 code, and ALL are from the same payer...you could combine them, but may be uncomfortable doing so. Then take the small$$ ones and add them together and leave the big$$ ones separate. Staple together any 1099-R forms that you combined.

That will do it.

SteamTrainAnswer

Level 15

yeah...that's a problem this year.

....the workaround is as follows....

For any 1099-R forms that were issued from the same Payer.

Find any that have exactly the same box 7 codes....

Then add the boxes on those 1099-R forms together for those and enter as one 1099-R form.

Don't put a 1099-R with two box 7 codes in with any with one box 7 code...the codes must exactly match.

_________________________

IF they ALL have the same box 7 code, and ALL are from the same payer...you could combine them, but may be uncomfortable doing so. Then take the small$$ ones and add them together and leave the big$$ ones separate. Staple together any 1099-R forms that you combined.

That will do it.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*