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posted Jun 6, 2019 5:25:07 AM

Invesco 1099-R has two(2) separate accounts on the same 1099R can these two be added together as it only allows me to insert 1 acct no.

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1 Best answer
Level 15
Jun 6, 2019 5:25:08 AM


You can combine boxes as long as the box 7 codes are the same and enter as a single 1099-R, but if they have box 4 withholding they should be entered separately.


1 Replies
Level 15
Jun 6, 2019 5:25:08 AM


You can combine boxes as long as the box 7 codes are the same and enter as a single 1099-R, but if they have box 4 withholding they should be entered separately.