I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

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I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

"Substitute" simply means that they are not using the official IRS printed form.

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I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

Both I would assume ... did you receive distributions from both companies ? Did you get all the money they said you got ?

I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

"Substitute" simply means that they are not using the official IRS printed form.

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