After entering 20 1099's, the program no longer shows the button to add more. How can I add more?

[rhkoelb]

The program seems to be limited to no more than 20 1099's.  I have more than that.

[fanfare]

you may have to consolidate 1099-s that have similar aspects. e.g. income reported  in the same box etc.
The Payer doesn't really matter as long as you report the grand total.

[VolvoGirl]

What kind of 1099s?  1099Int, 1099Div, 1099B, 1099Misc, 1099G, 1099R, etc.

[rhkoelb]

1099-R

[VolvoGirl]

Yes 20 is the limit.  I’m checking if there is a way to combine some of them.  Are they all separate or are they for different funds in the same account?

[rhkoelb]

I can combine them. My wife and I have money in the same funds, so we both received 1099s. We file jointly, so would think I can combine them. Thanks

[VolvoGirl]

No you can not combine ones for different people.  @dmertz

[dmertz]

While there are some circumstances where combining Forms 1099-R between spouses might be feasible, there are many circumstances where it would make a real mess of things.  I don't think it's within the scope of this forum to describe how to combine Forms 1099-R between spouses because there are so many different ways doing so could go wrong.  I would limit to combining forms issued from the same account, with the same code in box 7, with the same marking of the IRA/SEP/SIMPLE box and no dollar amounts in any boxes other than 1 and 2a.

[macuser_22 · Accepted solution]

The 20 limit is an IRS e-file limit so TurboTax matches that, but there is no IRS limit for mailed returns.

You can combine boxes as long as the box 7 codes are the same and enter as a single 1099-R, but if they have box 4 withholding they should be entered separately.

If box 4 amounts are combined to meet the 20 limit then all of the 1099-R's with box 4 withholding should be physically attached to a mailed tax return.

Just like a mailed return, W-2's and 1099's that have tax withholding must be attached to a mailed tax return and sent with the tax return. 1099's without withholding are not. e-file is the same. Nothing on a 1099-R's that has no withholding gets sent to the IRS except the totals that appear on lines 15a/b & 16a/b, but is there is withholding (in box 4) then all of the 1099-R information gets sent to the IRS so a combined box 4 will not match any 1099-R submitted by the payer and will probably result in a letter from the IRS.