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Level 1
posted Feb 24, 2025 9:31:11 PM

Two 1099-R same company with different state listed

I have a 1099-R with Florida listed as the state and a 1099-R with Nevada listed. I moved mid year from Florida to Nevada (same company and account number)

My return was kicked back because of 1099-R error.

Should I combine both amounts and list as one 1099-R with both states listed?

Neither state have income tax, 

I’m assuming that’s why it was kicked back……

 

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1 Best answer
Expert Alumni
Feb 25, 2025 6:08:16 PM

Yes, you should combine your two Form 1099-R's and list as one with both of the state's information listed in Boxes 15-16.  Doing this will result in the income being reported correctly on your return while also getting you past this error message due to having two Form 1099-R's from the same company.

1 Replies
Expert Alumni
Feb 25, 2025 6:08:16 PM

Yes, you should combine your two Form 1099-R's and list as one with both of the state's information listed in Boxes 15-16.  Doing this will result in the income being reported correctly on your return while also getting you past this error message due to having two Form 1099-R's from the same company.