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March 22, 2025
Question

My I add all the accounts that are listed on the same 1099-R to make one entry or must I list them individually?

  • March 22, 2025
  • 1 reply
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May I combine the withdrawals from different accounts when they are all listed on the same 1099-R? Or must I list them individually even though I have only one 1099-R?

    1 reply

    March 22, 2025

    Yes, you may combine the withdrawals. Respond to the questions as though they were all the same account since  you only have one 1099-R for all distributions in 2024.

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