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New Member
posted Mar 20, 2025 1:02:32 PM

Why is Turbo Tax not combing the 2 different 1099R's for me and my spouse from the same company?

Turbo Tax is not combining 2 amounts from the same Payor (EX.10 + 10 = 20) on my 1099R's. It only lists one of them.

0 2 388
2 Replies
Expert Alumni
Mar 24, 2025 1:54:27 PM

If you entered both of your Forms 1099-R separately (as you should) into TurboTax they both should be there.  You can go back to your Form 1099-R screens to check you entries.  You may have to delete the one that is not showing up and re-enter it.

 

To manually  enter a From 1099-R In TurboTax Desktop: 

  1. Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top
  2. Select" I'll Choose what to work on"
  3. In your "Income Summary" scroll down to "Retirement Plans & Social Security"
  4. Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)"
  5. Click on "Add Another 1099-R"
  6. Select "I'll Type it Myself"
  7. Select the type of Form 1099-R you have, and Continue
  8. Enter your "Payer Name" and the rest of your Form 1099-R details

To manually enter your Form 1099-R In TurboTax Online:

  1. Open your return and select "Pick up where you left off"
  2. Select Wages & Income" in your left panel
  3. You will see the 1099-R's that you already entered 
  4. Select "Add/Edit" next to the 1099-R's
  5. Select "Add another 1099-R"
  6. Select "Change how I enter my form"
  7. Select "Type it myself"
  8. Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider")
  9. Select "Continue"
  10. Enter your Payer Information and the rest of your Form 1099-R details

To delete a Form 1099-R in TurboTax you can do the following:

  1. Continue your tax return
  2. Click on the Search icon at the upper right of your TurboTax screen
  3. Type "1099-R" in the search bar and hit enter
  4. Click on the link "Jump to 1099-R"
  5. This will take you to the 1099-R section of your TurboTax program.
  6. To delete the form, you can click on the garbage can next to it

 

Click here for instructions on where to enter your Form 1099-R.

 

Click here for "How Do I View and Delete Forms in TurboTax Online"

 

Click here for "How to Delete Forms in TurboTax Desktop"

 

Please come back to TurboTax Community with any additional information or questions you may have and we will be glad to help you.

Level 15
Mar 24, 2025 1:58:26 PM

What 1040 line is it on?  Are they both added to line 4 or 5?   Are they both from the same kind of accounts like IRA?   Maybe one got entered on the other line.