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arod322
Level 1
Feb 28, 2022 12:29 AM UTC
Question

If I received 2 Forms 1099-R from the same institution, same dates, different amounts, which one should i use to file? The one with the least or bigger amounts?

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2 replies

macuser_22
Alumni - Champ
macuser_22Alumni - Champ
Alumni - Champ
Feb 28, 2022 12:32 AM UTC

Is one a corrected 1099-R that replaces the first one?      Ask the financial institution why you received two.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
SteamTrain
SteamTrain
Level 15
Feb 28, 2022 12:56 AM UTC

And...the codes in box 7?

 

If you've been getting monthly payments, then in the year you turn 59.5 years old, you do get two 1099-R forms.

 

One for the before age 59.5 (usually box 7 is code 2)

...and another for the after age 59.5 payments (usually the box 7 code is a 7)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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