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My wife and i took a distribution from our retirement account. We received Two 1099-R(s) one each, the amounts are the same on each. Enter both with our joint tax return?

The two 1099-R(s) we recieved have the same $ amounts on each. Should I enter both 1099-R's on my tax form

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Leonard
Intuit Alumni

My wife and i took a distribution from our retirement account. We received Two 1099-R(s) one each, the amounts are the same on each. Enter both with our joint tax return?

Yes, you will enter both 1099-R's on your joint tax return.  You will enter your 1099-R then you will enter your wife's 1099-R as a separate entry.

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Leonard
Intuit Alumni

My wife and i took a distribution from our retirement account. We received Two 1099-R(s) one each, the amounts are the same on each. Enter both with our joint tax return?

Yes, you will enter both 1099-R's on your joint tax return.  You will enter your 1099-R then you will enter your wife's 1099-R as a separate entry.

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