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I have 23 1099-R all with federal tax withheld and turbo tax only has 20 lines for these forms. How do I enter the last three?

 
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I have 23 1099-R all with federal tax withheld and turbo tax only has 20 lines for these forms. How do I enter the last three?

Did a broker send a 1099-R for each month's distribution or do you actually have 23 different IRA accounts ?

If some are from the same account then you can add them together and make only one 1099-R entry if needed. 

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4 Replies

I have 23 1099-R all with federal tax withheld and turbo tax only has 20 lines for these forms. How do I enter the last three?

Did a broker send a 1099-R for each month's distribution or do you actually have 23 different IRA accounts ?

If some are from the same account then you can add them together and make only one 1099-R entry if needed. 

jdhutte
New Member

I have 23 1099-R all with federal tax withheld and turbo tax only has 20 lines for these forms. How do I enter the last three?

All 1099-Rs are from a single brokerage account but assigned different account numbers in the "Account" box on the 1099.  Each one if for the entire 2017 period the fund was active.
jdhutte
New Member

I have 23 1099-R all with federal tax withheld and turbo tax only has 20 lines for these forms. How do I enter the last three?

That account number is the Fund number separated from the account number by a comma.
jdhutte
New Member

I have 23 1099-R all with federal tax withheld and turbo tax only has 20 lines for these forms. How do I enter the last three?

The second account number in the above comment is the brokerage account number.
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