Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
Skip7354
New Member

What if I have two 1099-R for my wife? One is for a partial distribution earlier this year, one for total distribution when she was discharged later this year.

Your system won't allow me to enter two 1099-R for the same place.  Do I just add the amounts from both 1099-R for the one entry?
1 Reply
PaulaM
Employee Tax Expert

What if I have two 1099-R for my wife? One is for a partial distribution earlier this year, one for total distribution when she was discharged later this year.

No enter them one at a time in the Retirement section. After you enter the 1st 1099-R, select the 'add a 1099-R' link for the 2nd form. To navigate to the section:

  • In your open return, select My Account
  • Tools
  • Topic Search
  • Type '1099-R' in the box, then select GO

See attachment.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.48m
Members

2.61m
Discussions

Manage cookies
v