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Level 1
posted Feb 4, 2025 12:48:05 PM

1099R

I got two 1099R forms from my 401K plan...Used to take out my RMD ...I normally get one a year but this year I took out one from stock and one for bonds, resulting in two 1099R forms.

I do not see a good way to use TurboTax to file two forms.

What I did was file two withdraws (because i got two 1099R) and split up the RMD requirement between the two.

10K on one 15k on the other to meet my 25k requirement.

The point being at the end I did take out my required RMD .

 

?  question   is there a better was or correct way? 

0 1 646
1 Best answer
Expert Alumni
Feb 4, 2025 1:03:28 PM

Your way is just fine.  The other option would have been to combine them into one 1099-R and enter them that way.

 

@daviske570 

1 Replies
Expert Alumni
Feb 4, 2025 1:03:28 PM

Your way is just fine.  The other option would have been to combine them into one 1099-R and enter them that way.

 

@daviske570