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Why do you have 2 forms? No, enter each one separately.
Here are a few situations and how you might handle them:
- If they are for them same dollar amounts, they may be just copies of the same distribution. For example: Copy 1, Copy B.
- If they are different, and you have two accounts with the same payer, then they should both be entered as VolvoGirl said.
- If you did something other than a distribution on your account, then they also need to be entered separately. For example if one was a conversion and one was a distribution.
- Another possibility is that one is a corrected form. If that's the case, you need to contact the payer if you are unsure which one is corrected.
Hello
No, even if they are from the same payer, you should submit each 1099-R document independently on your tax return. Every form has distinct data that must be filled out on each one to guarantee accuracy.
Regards
Charles [removed}
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