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Some financial institutions assign an account number to each security held and issue 1099-R's for each account. Most financial institutions issue a single 1099-R regardless of how many securities there are.
You as long as the other boxes are the same, it is okay to total box 1 and 2a. Don't worry about 2b since that just says that account was closed.
Some financial institutions assign an account number to each security held and issue 1099-R's for each account. Most financial institutions issue a single 1099-R regardless of how many securities there are.
You as long as the other boxes are the same, it is okay to total box 1 and 2a. Don't worry about 2b since that just says that account was closed.
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