topic Do you have to report a 1099-R that says "Copy C: For Recipient's Records" in After you file

Do you have to report a 1099-R that says "Copy C: For Recipient's Records"

nehms20 — Mon, 23 Feb 2026 12:26:16 GMT

Re: Do you have to report a 1099-R that says "Copy C: For Recipient's Records"

Bsch4477 — Thu, 16 Feb 2023 02:57:06 GMT

Yes.

Re: Do you have to report a 1099-R that says "Copy C: For Recipient's Records"

VolvoGirl — Thu, 16 Feb 2023 03:05:19 GMT

Didn't you also get a Copy B and Copy 2? Just report one of them 1099R.

Re: Do you have to report a 1099-R that says "Copy C: For Recipient's Records"

ThomasM125 — Thu, 16 Feb 2023 03:25:55 GMT

It doesn't matter what copy of the form you have, it needs to be entered on your tax return. Since you have copy "C", there was likely a copy "A" and "B", but they would all report the same information.

Re: Do you have to report a 1099-R that says "Copy C: For Recipient's Records"

MonikaK1 — Thu, 16 Feb 2023 03:49:18 GMT

Enter Form 1099-R one time regardless of how many copies of the same form are received.

Here's how to enter the information on your Forms 1099-R:

In TurboTax Online, under Wages and Income:

Go to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Answer Yes on the screen, Did you get a 1099-R?
If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
If your financial institution is a TurboTax 1099 partner, you can import your form.
Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
Continue answering the questions to enter or review the info from your 1099-R

See this help article for more information.