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Level 1
posted Jun 3, 2019 10:56:13 AM

I received two 1099r forms for 2018. One when I rolled into a 401k upon retirement and another for same money when I rolled into an IRA. Do I include both?

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1 Best answer
New Member
Jun 3, 2019 10:56:16 AM

Yes, even though there will be no effect on tax, you should because the IRS will receive two separate forms to attach to your tax transcript.

1 Replies
New Member
Jun 3, 2019 10:56:16 AM

Yes, even though there will be no effect on tax, you should because the IRS will receive two separate forms to attach to your tax transcript.