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peggysue1
New Member

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.
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1 Reply
dmertz
Level 15

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.

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.

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