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New Member
posted Mar 28, 2022 3:15:37 PM

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?

0 2 308
2 Replies
Expert Alumni
Mar 28, 2022 3:30:17 PM

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.

Level 2
Mar 28, 2022 4:17:33 PM

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