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Level 1
Jun 4, 2019 8:13 PM UTC
Solved

Do I need to input both 1099-R forms?

I received 2 1099-R forms when I entered both, the amount was greater than what I had in the account to begin with. Do I enter both or just one. One has the total amount of my 401 k account. The other has the amount I received from early removal plus taxes and such.

Answer
Jun 4, 2019 8:13 PM UTC

I would contact your Brokerage or the Company listed on the Form 1099-R to determine if they should issue a corrected Form 1099-R.

It sounds like they may have issued one Form 1099-R incorrectly. 

1 reply

Answer
Jun 4, 2019 8:13 PM UTC

I would contact your Brokerage or the Company listed on the Form 1099-R to determine if they should issue a corrected Form 1099-R.

It sounds like they may have issued one Form 1099-R incorrectly.