On my 1099-R from Vanguard there are 2 entries in Box 1. Do I combine them and enter the total in Box 1 and Box 2?

jbl72733 · ‎February 2, 2020

macuser_22 · ‎February 2, 2020

Some financial institutions report each security/account separately - others just report the totals.. You can enter as two 1099-R's or just the combined total in a single 1099-R.

**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.**

AnnetteB6 · ‎February 2, 2020

If both box 1 entries are reported on the same Form 1099-R, then those can be combined.

Report box 2 exactly as it was reported to you. If there are two numbers there as well, you can combine them. If box 2 is blank, leave it that way.

If you have a question about what is being reported on the 1099-R, contact Vanguard for further information.

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On my 1099-R from Vanguard there are 2 entries in Box 1. Do I combine them and enter the total in Box 1 and Box 2?