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New Member
posted Jun 6, 2019 2:24:33 AM

Can you combine 1099-R from one source, all have diffferent amounts of income and taxes withheld

The only difference is the fund no. i.e. 45, 47, 50 and income is from a RMD IRA received in several payments.

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1 Replies
New Member
Jun 6, 2019 2:24:35 AM

Unfortunately you have to input the 1099-R's one at a time and should not combine them.  The reason for this is that the IRS has a copy of each of your 1099-R's and match them one by one to your 1099-R worksheet that is filed with your tax return.