I have a 1099-R that shows multiple distributions from different funds. Do I list them all, or do I aggregate them?
I only got one total distribution from this company, but that total is broken down on the 1099-R. Do I list each distribution separate, or the total amount?
01338
1 Replies
DavidD66
Expert Alumni
Mar 17, 2022 8:11:32 PM
If each fund has it's own unique tax ID number, the you should list/enter each one separately. If they are all under the same tax ID number then you can aggregate and enter as one.