My brokerage RMD 1099-R lists 4 separate fund transactions. Can I report just the total or must I report as 4 different distributions? I received the funds as 1 lump.

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My brokerage RMD 1099-R lists 4 separate fund transactions. Can I report just the total or must I report as 4 different distributions? I received the funds as 1 lump.

You enter just the total. Is there a total listed for each box?

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My brokerage RMD 1099-R lists 4 separate fund transactions. Can I report just the total or must I report as 4 different distributions? I received the funds as 1 lump.

You enter just the total. Is there a total listed for each box?

My brokerage RMD 1099-R lists 4 separate fund transactions. Can I report just the total or must I report as 4 different distributions? I received the funds as 1 lump.

No, the entries were not totaled. Each fund was listed separately.

My brokerage RMD 1099-R lists 4 separate fund transactions. Can I report just the total or must I report as 4 different distributions? I received the funds as 1 lump.

As long as the box 7 code is the same then just combine the amounts in the boxes for each box. It is not necessary to enter 4 separate 1099-R 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.**

My brokerage RMD 1099-R lists 4 separate fund transactions. Can I report just the total or must I report as 4 different distributions? I received the funds as 1 lump.

Thank you!

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