Why don't the 1099-R amounts for both me and my husband add up to one total? I'm filing a joint return like I always do.

[nancy4896]

I entered details for my 1099-R and then details for my husband's 1099-R and I would think that the two amounts should add together for a total on a joint return, but that doesn't seem to be happening.

[pk · Accepted solution]

Are you looking at the taxable amount -- that should add up.

[nancy4896]

No, the taxable amount did not add up.  It only recorded the most recent amount that I submitted. I've decided that I should add it up myself and then submit the amount for BOTH of us instead of individually like I do for 1099-Interest and 1099-Dividend reports.

[pk]

On 1040 page 2 line 4a should be the total  distribution  ( sum of  box1s of the  two 1099-Rs ) and 4b should be total taxable  amount ( sum of box-2s  of the 1099-Rs). and don't forget to  enter the sum of Box 4s and box 12a for the taxes withheld  for the federal and state..
what i do not understand  why you are not able to enter the  two 1099-Rs  --  wait , wait, I just noticed you are on windows   so you should be able to do a,lot more -- tel me where you are  I can duplicate that and walk through ( it will be a bit slow but  would done correctly )
You can also go into form mode and actually enter these things on the worksheets -- I can walk you though how --