You'll need to sign in or create an account to connect with an expert.
Generally, it is not recommended to combine Forms 1099-R.
However, if there were no taxes withheld in Box 4 and/or Boxes 12-17 and Box 2b and Box 7 are the same, then the Box 1 and Box 2a amounts may be combined from multiple Forms 1099-R.
Most of the tax treatment on Forms 1099-R is determined by the codes in Box 2b and Box 7 so those boxes must be the same.
Also, since you appear to have the TurboTax CD/Download product, you could create 3 copies of your tax returns to verify the calculations:
Generally, it is not recommended to combine Forms 1099-R.
However, if there were no taxes withheld in Box 4 and/or Boxes 12-17 and Box 2b and Box 7 are the same, then the Box 1 and Box 2a amounts may be combined from multiple Forms 1099-R.
Most of the tax treatment on Forms 1099-R is determined by the codes in Box 2b and Box 7 so those boxes must be the same.
Also, since you appear to have the TurboTax CD/Download product, you could create 3 copies of your tax returns to verify the calculations:
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
bfordmn
Returning Member
tom86015
New Member
stamperhs20
New Member
dbow58
Returning Member
AMC10
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.