RMD - 1099

Forum|Forum|5 years ago
January 22, 2021
1 reply
3 views

I received a 1099-R for my RMD in 2020 taken from my 401k/IRA. The 1099 lists the distribution on 3 separate lines showing the distribution 3 different funds and the taxes withheld. No total amount listed.

Do I have to report this 1099-R as 3 separate entries or can I total them under 1 entry?

TurboTax Home & Biz Windows

Best answer by JeanneLO

Yes, if the distributions codes are the same for all three you can add them up and enter as one entry. Please see this for more information: Where do I enter my 1099-R?

JeanneLOAnswer

Level 14

Yes, if the distributions codes are the same for all three you can add them up and enter as one entry. Please see this for more information: Where do I enter my 1099-R?

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