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loistamm
New Member

What do I do if I got 2 1099-R forms from the same place? Add them together or put them in individually

I turned 65 so my TRA sent 2 1099-Rs because I was on disability and they switched it to retired at 65 do I enter separately of add them together
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1 Reply
AnnetteB6
Employee Tax Expert

What do I do if I got 2 1099-R forms from the same place? Add them together or put them in individually

Enter them separately.  They most likely have different distribution codes in box 7.

 

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