I had two 1099 R distributions from 2 separate Fidelity IRAs. Should I aggregate the distributions or make 2 separate entries for Fidelity?

snperkins88 · ‎June 5, 2019

MichaelL1 · ‎June 5, 2019

I would enter each one separately, as they could have some different codes.

Even if they don't have separate codes let TurboTax do the combing for you, and this way you will know they are entered correctly.

They do show up as one combined amount of the 1040.

View solution in original post

MichaelL1 · ‎June 5, 2019

I would enter each one separately, as they could have some different codes.

Even if they don't have separate codes let TurboTax do the combing for you, and this way you will know they are entered correctly.

They do show up as one combined amount of the 1040.

macuser_22 · ‎June 5, 2019

If the box 7 codes are different or if there was box 4 Federal tax withholding then they MUST be entered separately.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

I had two 1099 R distributions from 2 separate Fidelity IRAs. Should I aggregate the distributions or make 2 separate entries for Fidelity?