If I have three different retirement accounts and each of them are different financial investment institution. Do I file them separately? Or do I combine the total them?

Of the three institution, Fidelity sent me two different 1099R form. And the 2nd institution Acorn - Later does not have any form for me to use for tax reporting. And the 3rd CalSaver does not have any tax form for me to file/report. Should I worry about that with Acorn - Later and CalSaver not having the form for me to report?

1122

Level 15

Mar 7, 2024 3:37:36 AM

Enter your 1099R's one at a time. After the first one, click Add 1099R.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

As for the accounts that did not send you a 1099R---please explain. Did you take money out of those retirement accounts in 2023? If they have not sent you a 1099R, have you looked on their web site at your account to see if there is a 1099R that you can print out for yourself? Have you called them to ask how to get the 1099R?

Why sign in to the Community?

If I have three different retirement accounts and each of them are different financial investment institution. Do I file them separately? Or do I combine the total them?