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New Member
posted Mar 17, 2022 7:51:53 PM

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?

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1 Replies
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.