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Best answer by dmertz

The limit is 20 Forms 1099-R.  If need be, you can combine multiple Form 1099-R that show no tax withholding and differ only in the dollar amounts.  They must have the same code in box 7 and the same marking of the IRA/SEP/SIMPLE box.

1 reply

dmertzAnswer
Level 15
June 1, 2019

The limit is 20 Forms 1099-R.  If need be, you can combine multiple Form 1099-R that show no tax withholding and differ only in the dollar amounts.  They must have the same code in box 7 and the same marking of the IRA/SEP/SIMPLE box.