Two 1099-R forms

[Calql8r]

Hello--

I am a 60-year-old retiree who has received a pension since 2016. This year, I have received two different 1099-R forms for some unknown reason. The 2a amounts add up to the total pension I have received every previous year. One form, containing higher share of my income, has a Distribution Code of 7, while the other form has a 2. When I try to list them separately, I get a question about Simplified Method or General Rule, neither of which I have heard of. My wife, who collects a pension from the same institution as me, received one 1099-R form, just like in previous years--only mine is split into two forms.

Some guidance would be appreciated.

[macuser_22]

---

@Calql8r wrote:

Hello--

I am a 60-year-old retiree who has received a pension since 2016. This year, I have received two different 1099-R forms for some unknown reason. The 2a amounts add up to the total pension I have received every previous year. One form, containing higher share of my income, has a Distribution Code of 7, while the other form has a 2. When I try to list them separately, I get a question about Simplified Method or General Rule, neither of which I have heard of. My wife, who collects a pension from the same institution as me, received one 1099-R form, just like in previous years--only mine is split into two forms.

Some guidance would be appreciated.

---

You would have gotten the same question in 2019.    How did you answer it then?   You probably just use the box 2a amount as the taxable amount.

[Calql8r]

I didn't get the same question last year because I didn't get two forms last year. I'd just combine the two amounts on each form and enter the data that way, except the distribution codes are different.

[macuser_22]

The question is asked for each 1099-R.    Code 2 and 7 are treated the same.

[macuser_22]

Code 2 is actually an improper code since it means that you are under age 59 1/2 but it makes no difference in the tax or questions.