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June 1, 2019
Question

I have multiple rollover 1099-Rs from the same payer (different accounts), can I just add up the amounts and enter it all as a single 1099-R?

  • June 1, 2019
  • 1 reply
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1 reply

Employee
June 1, 2019

Yes, if the only difference is the dollar amounts.  

Make sure that the distribution codes, the payer's tax id, payee's SSN, state codes, and the IRA/SEP/SIMPLE boxes are all identical.