Two 1099R

[frank235]

Received two 1099R forms  from Fidelity due to a change in account number.   Required to take RMD from account.   I took out more than the required RMD but because I received two 1099R forms neither one by itself shows that I took out the required distribution amount.  When filling out my turbo tax it tells me to report both 1099R forms.   How do I report this on my turbo tax when filling to show that I did in fact take more than was required for the RMD.   Fidelity changed my account number due to some suspicious activity on the account thus the reason for sending me two 1099R forms.  How do I report this so that it reflects I did withdraw the required distribution amount.  Thanks.

[KrisD15]

After you enter one Form 1099-R and complete the interview, go back to that section and click to add another 1099-R

The program will add the withdrawals and apply to your RMD.