I have to 2 - 1099-R's from the same Payee. One from my IRA and one from an Inherited IRA. How do I differentiate the names when I add them? Do I need to?
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1 Replies
AnnetteB6
Expert Alumni
Jan 24, 2023 8:46:38 AM
You should not need to differentiate between the two with regard to tax purposes.
However, for your own purposes, you may want to add a comment in the second line of the Payer Name field on the Form 1099-R screen.