1525861
You'll need to sign in or create an account to connect with an expert.
After entering one 1099-R press the "add another 1099-R" button.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]
If I receive multiple RMD from the same financial institution (I have 8 1099-R forms) and the Tax ID is the same for all as well as the distribution code and info, can I combine all the amounts into one form on Turbo Tax?
Are they all for the same IRA or 401K account? Why did you get 8? Enter each one separately.
You can do that.
Do you have multiple tax-deferred accounts there?
If you combine you can't double check your work later by comparing your forms and theirs.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
Th3turb0man
Level 1
tcondon21
Returning Member
RyanK
Level 2
ellenbergerta
New Member
john-maneval
New Member