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Level 1
posted Apr 11, 2024 9:30:52 PM

I received two 1099-r forms from different companies and both forms of the same exact amounts indicated in box 1 and 2a. What do I need to do to?

do I need to input information from both identical 1099-R forms despite from different institutions from BNY Mellon Dispursement Agent and Prudential Tax Services LLC?

0 1 2875
1 Replies
Level 15
Apr 11, 2024 10:30:45 PM

Probably.  Why did you get 2?  Did you roll over or convert the money?  Or ask them why you got the duplicate 1099R forms.   Is the code in box 7 the same?  And any withholding?