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.

prstew · ‎June 6, 2019

macuser_22 · ‎June 6, 2019

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.

**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

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.

**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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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.