If I seperate 1099-R form to two as suggested here: https://ttlc.intuit.com/questions/3690713, Will this trigger IRS audit

mmike0 · ‎June 6, 2019

Also, should box 2b unchecked (as original state) in both forms?

macuser_22 · ‎June 6, 2019

No. Only the amounts on the 1040 form line 16 gets sent to the IRS. The IRS gets the 1099-R from the issuer. TurboTax does not send the 1099-R forms to the IRS, only the 1040 gets sent.

Yes the box 2b should not be checked on both forms.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

macuser_22 · ‎June 6, 2019

No. Only the amounts on the 1040 form line 16 gets sent to the IRS. The IRS gets the 1099-R from the issuer. TurboTax does not send the 1099-R forms to the IRS, only the 1040 gets sent.

Yes the box 2b should not be checked on both forms.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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If I seperate 1099-R form to two as suggested here: https://ttlc.intuit.com/questions/3690713, Will this trigger IRS audit