turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I got distributions from 2 different plans but only have boxes for one. How do I report the distribution from the second plan?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

I got distributions from 2 different plans but only have boxes for one. How do I report the distribution from the second plan?

You need to enter each one separately.  To do that:

1.  Click Federal on the left-hand side menu.

2.  Click Income across the top.

3.  Scroll down to Retirement Plans and Social Security and click Show more.

4.  Click Start or Edit/Add by IRA, 401(k), Pension Plan Withdrawals (1099-R).

Click on +Add Another 1099-R to enter your other one.

View solution in original post

1 Reply

I got distributions from 2 different plans but only have boxes for one. How do I report the distribution from the second plan?

You need to enter each one separately.  To do that:

1.  Click Federal on the left-hand side menu.

2.  Click Income across the top.

3.  Scroll down to Retirement Plans and Social Security and click Show more.

4.  Click Start or Edit/Add by IRA, 401(k), Pension Plan Withdrawals (1099-R).

Click on +Add Another 1099-R to enter your other one.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question