1099-R with multiple amounts

[s1d2c3m4]

I'm working on my mother's taxes and her 1099-R has 3 lines under each column. Box 1 has 329.60 on line one. 341.52 on line two and 264.06 on line three.

These same amounts are in the second column for box 2(a).

[AlexanderS08]

Each Box on your mother's 1099-R has a corresponding box in the TurboTax entry screen for 1099-R's. I recommend you enter the information exactly as it appears on your moms 1099-R.

The fact that both columns have the same amount most likely just means the entire amount is taxable.

[s1d2c3m4]

I noticed that each line has a different fund name on it. Is it possible they did this rather than send three 1099-R forms?
basically box 1 has 3 lines and 3 different numbers. Box 2(a) has 3 lines and those amounts match the number in the corresponding line for box 1. 

It's like I have three 1099-Rs on one form.

[macuser_22]

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@s1d2c3m4 wrote:

I noticed that each line has a different fund name on it. Is it possible they did this rather than send three 1099-R forms?
basically box 1 has 3 lines and 3 different numbers. Box 2(a) has 3 lines and those amounts match the number in the corresponding line for box 1. 

It's like I have three 1099-Rs on one form.

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There are a couple of financial institutions that assign a different account number to each fund and list them seperartely that way - most financial institution only provide the total amount in box 1 and 2a.    It is OK for you to just add the amounts and enter the total into box 1 and 2a.

(If you had 15 funds there could be 15 lines and you don't want to enter 15 1099-R's)

[tooberand]

I have a 1099-R with five lines that are all the same EXCEPT the last line has the "Total distribution" box checked while the first four do not?  Should I just go with one summed entry and check the "Total distribution" box?

[fanfare]

"Total distribution" means you emptied out that IRA.

Don't mark that box unless it applies.