turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

My 1099r shows on the same form, A distribution from two different funds. Do I list them separately as if the were on two different forms, or add the two

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

My 1099r shows on the same form, A distribution from two different funds. Do I list them separately as if the were on two different forms, or add the two

If it is just the box 1 and 2a that is listed for each fund and the other boxes are the same then it is okay to just total the amounts in box 1 and 2a.

**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.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question