1099-R

adbrown716 — Mon, 23 Feb 2026 10:12:44 GMT

I received 2 difference 1099-R from Merrill Lynch for my 401k account I previously had; they both have different distribution codes and one has federal tax withheld and the other doesn’t. My question is when I get on here to do my taxes, do I enter both of them in?

Re: 1099-R

DaveF1006 — Wed, 25 Jan 2023 20:51:36 GMT

Yes, you will enter both 1099R as they are reported on the forms. To enter:

Go to federal>wages and income>all income
Retirement plans and Social Security>show more
Ira (401K), pension plan Withdrawals(1099R) Start
Go through the interview and then enter the first 1099R.
After you have entered the first one completely, you will reach a summary page.
Here is where you can enter the second 1099R

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1099-R

Re: 1099-R