Is there a way to enter two 1099-R forms from same Payer, that contain identical info/amounts? I entered 2nd form but Turbo asks me to delete one of the identical forms.
The two 1099-R forms also include unique tracking numbers next to the account number but there is nowhere to enter these numbers.
01524
1 Replies
dmertz
Level 15
Oct 31, 2023 5:16:19 AM
Because you won't be e-filing, as long as you did not do a combination of converting to Roth and rolling over these distributions you can combine these onto a single 1099-R form in TurboTax by summing the respective dollar amounts.