I have received two 1099-R's from the same pension association. One is for volunteer work the other is for paid work. Should I treat them as one and add together?

mskkski · ‎June 1, 2019

The paid 1099-R is because I retired on 1/1/18.

SherylSTaxExpert · ‎June 1, 2019

You should report each 1099-R separately. The IRS receives copies of all forms and they will perform a comparability check. If it seems that a 1099-R has not been entered they will send you a letter requesting additional information.

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SherylSTaxExpert · ‎June 1, 2019

You should report each 1099-R separately. The IRS receives copies of all forms and they will perform a comparability check. If it seems that a 1099-R has not been entered they will send you a letter requesting additional information.

I have received two 1099-R's from the same pension association. One is for volunteer work the other is for paid work. Should I treat them as one and add together?