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wmcneer71
New Member

How do I input (2) 1099R from same retirement plan? One was lump sum initial payment and other from monthly payments. do I enter info into equal periodic payments box?

 
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howdavis
New Member

How do I input (2) 1099R from same retirement plan? One was lump sum initial payment and other from monthly payments. do I enter info into equal periodic payments box?

Enter monthly payments and lump sum as one and then answer yes to question if part was a lump sum, then enter that amount where instructed.

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