https://ttlc.intuit.com/community/retirement/discussion/we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193150#M212077 Wed, 11 Feb 2026 03:26:25 GMT Vudu1 2026-02-11T03:26:25Z https://ttlc.intuit.com/community/retirement/discussion/we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193150#M212077 Wed, 11 Feb 2026 03:26:25 GMT https://ttlc.intuit.com/community/retirement/discussion/we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193150#M212077 Vudu1 2026-02-11T03:26:25Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193157#M212079 <P>Please explain. &nbsp;What 2 accounts? &nbsp;Why did you get a 1099R? &nbsp;</P> Thu, 15 Feb 2024 20:47:30 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193157#M212079 VolvoGirl 2024-02-15T20:47:30Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193179#M212082 <P>My wife's father died and she got payments out of two separate accounts from Principal&nbsp;</P><P>&nbsp;</P> Thu, 15 Feb 2024 20:54:28 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193179#M212082 Vudu1 2024-02-15T20:54:28Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193199#M212086 <P>My wife's father died and she got money from two separate accounts with different account numbers but both on just one 1099-R. It has her father's name and then "DCD IRA BENEF CONDUIT FBO" and then my wife's name</P> Thu, 15 Feb 2024 21:01:29 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193199#M212086 Vudu1 2024-02-15T21:01:29Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193248#M212088 <P>Is the one 1099R for the total she got? &nbsp;If it is just enter it once. &nbsp;If not for the total then she should be getting another 1099R. &nbsp;Ask the company why there's only one. &nbsp;</P> Thu, 15 Feb 2024 21:19:18 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193248#M212088 VolvoGirl 2024-02-15T21:19:18Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193364#M212091 <P>Thanks,</P><P>She got only one 1099-R but each account distribution is listed separately and the federal and state taxes are also listed separately for each account. She closed out both accounts and received all the proceeds in 2023.</P><P>The account holder had died in 2018 but she did not know that until summer 2023.</P><P>Turbo Tax also wants to know if the lump sum payments were all RMD, partial RMD, or none of it RMD.</P> Thu, 15 Feb 2024 21:59:06 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193364#M212091 Vudu1 2024-02-15T21:59:06Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193373#M212092 <P>That sounds complicated. &nbsp;I'll page. <a href="https://ttlc.intuit.com/community/user/viewprofilepage/user-id/2624">@dmertz</a>&nbsp;</P> Thu, 15 Feb 2024 22:01:09 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193373#M212092 VolvoGirl 2024-02-15T22:01:09Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193378#M212093 <P>I don't understand your last reply.</P> Thu, 15 Feb 2024 22:02:48 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193378#M212093 Vudu1 2024-02-15T22:02:48Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193674#M212112 <P>Thanks for your help today.</P><P>It turns out that&nbsp;<a href="https://ttlc.intuit.com/community/user/viewprofilepage/user-id/2624">@dmertz</a> helped me earlier today on a different question</P><P>Enjoy your evening</P><P>Looking forward to get some answers tomorrow</P><P>&nbsp;</P> Fri, 16 Feb 2024 00:07:53 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193674#M212112 Vudu1 2024-02-16T00:07:53Z https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193743#M212117 <P>I would enter each line as separate Form 1099-R.</P><P>&nbsp;</P><P>As a non-spouse beneficiary, no indirect rollover is permitted, so just indicate that these distributions are all RMD.</P> Fri, 16 Feb 2024 00:43:21 GMT https://ttlc.intuit.com/community/retirement/discussion/re-we-got-one-1099-r-for-two-accounts-do-we-total-the-amounts-or-enter-the-1099-r-twice-one-for-each/01/3193743#M212117 dmertz 2024-02-16T00:43:21Z