1099-R 2 from same Broker

aphil138 — Mon, 23 Feb 2026 10:21:31 GMT

I have to 2 - 1099-R's from the same Payee. One from my IRA and one from an Inherited IRA. How do I differentiate the names when I add them? Do I need to?

Re: 1099-R 2 from same Broker

AnnetteB6 — Tue, 24 Jan 2023 16:46:38 GMT

You should not need to differentiate between the two with regard to tax purposes.

However, for your own purposes, you may want to add a comment in the second line of the Payer Name field on the Form 1099-R screen.

topic Re: 1099-R 2 from same Broker in Retirement tax questions

1099-R 2 from same Broker

Re: 1099-R 2 from same Broker