Form 1099R

AnneTheJammer1980 — Thu, 05 Feb 2026 00:43:51 GMT

I moved in 2025. Bank issued two 1099R forms, one for each state, but both are from the same IRA account. Should I enter both or combine the amount for Federal and enter each of the two states? The entry screen also asked for the RMD amount for each entry. (I entered both separately) Should I prorate the amount of the RMD between the two entries? The Bank said the RMD was less than the amount paid out in 2025.

Re: Form 1099R

MaryK4 — Thu, 05 Feb 2026 00:52:20 GMT

You can combine the amount for Federal and enter each of the two states. If you do not, you can prorate the amount of the RMD between the two entries.

topic Re: Form 1099R in Retirement tax questions

Form 1099R

Re: Form 1099R