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If I have a 1099-R that shows my yearly pension received and another 1099-R that shows my RMD, do I add them together?

Do I add them together to get my gross distribution?
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1 Best answer

Accepted Solutions
DanaB
Expert Alumni

If I have a 1099-R that shows my yearly pension received and another 1099-R that shows my RMD, do I add them together?

No, please enter them separately. 

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down to “Retirement Plans and Social Security” and click “Show more
  5. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. Click "I'll Type it Myself"
  8. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  9. Click "Continue" and enter the information from your 1099-R
  10. Continue through the questions until the "Your 1099-R Entries" and click "Add Another 1099-R" and enter your second 1099-R.

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1 Reply
DanaB
Expert Alumni

If I have a 1099-R that shows my yearly pension received and another 1099-R that shows my RMD, do I add them together?

No, please enter them separately. 

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down to “Retirement Plans and Social Security” and click “Show more
  5. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. Click "I'll Type it Myself"
  8. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  9. Click "Continue" and enter the information from your 1099-R
  10. Continue through the questions until the "Your 1099-R Entries" and click "Add Another 1099-R" and enter your second 1099-R.

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