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Level 2

Question

1099-R

Forum|Forum|3 years ago
January 25, 2023
1 reply
2 views

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?

Ask the Experts - Tax Law Changes - Jan 2023

Level 15

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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