TIAA-CREF 2022

Forum|Forum|3 years ago
April 17, 2023
1 reply
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for 2022, I got summary tax pages for distribution codes 4 and 7. Can I enter the summary gross and taxable amounts for 4 and 7 codes or must I enter each of my 9+ individual contracts ?

JohnB5677

Level 15

We'd love to help you complete your tax return but need more information. Can you please clarify your question?

What form are you trying to enter?
- 1099-R
- 1099-B
- Other

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jle40Author

Level 2

OK, I found my way back. Yes, 1099-R. I can't get through to IRS. I have 7 distribution code 7s on one document that has a total taxable amount (and gross) along with the 7 individual amounts. Can I use the total gross and total taxable for all 7 together instead of inserting each individually? all 1099-Rs.

I hope this explains it.

DianeW777

Level 15

Yes, you can enter a summary if you choose to do that and if they are from the same payer. If not, it would be best to enter each one with the correct payer.

An alternative would be to enter them as one entry and then mail your tax return to include a copy of each one, as well as including each document that might have any federal withholding.