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Level 3
June 6, 2019
Solved

If I seperate 1099-R form to two as suggested here: https://ttlc.intuit.com/questions/3690713, Will this trigger IRS audit

  • June 6, 2019
  • 1 reply
  • 19 views
Also, should box 2b unchecked (as original state) in both forms?
Best answer by macuser_22

No.   Only the amounts on the 1040 form line 16 gets sent to the IRS.  The IRS gets the 1099-R from the issuer.  TurboTax does not send the 1099-R forms to the IRS, only the 1040 gets sent.

Yes the box 2b should not be checked on both forms.

1 reply

macuser_22
Alumni - Champ
Alumni - Champ
June 6, 2019

No.   Only the amounts on the 1040 form line 16 gets sent to the IRS.  The IRS gets the 1099-R from the issuer.  TurboTax does not send the 1099-R forms to the IRS, only the 1040 gets sent.

Yes the box 2b should not be checked on both forms.

**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.**