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If one of the1099-R forms I received has multiple lines with multiple amounts in box 1 should I add these amounts together for the box 1 amount on my return?

 
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2 Replies
Cynthiad66
Expert Alumni

If one of the1099-R forms I received has multiple lines with multiple amounts in box 1 should I add these amounts together for the box 1 amount on my return?

Sum up the total in box 1 and report just the one number.

 

Only do this if the distribution code is the same for each amount.

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If one of the1099-R forms I received has multiple lines with multiple amounts in box 1 should I add these amounts together for the box 1 amount on my return?

Does the same line items exist in box 2a as well?

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