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October 2, 2024
Question

Should I add 2 1099-R forms from same payer togetheron tax form?

  • October 2, 2024
  • 3 replies
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3 replies

VolvoGirl
Employee
October 2, 2024

Why do you have 2 forms?  No, enter each one separately.  

KarenL
Employee
October 7, 2024

Here are a few situations and how you might handle them:
 - If they are for them same dollar amounts, they may be just copies of the same distribution.  For example: Copy 1, Copy B.  
 - If they are different, and you have two accounts with the same payer, then they should both be entered as VolvoGirl said.  
 - If you did something other than a distribution on your account, then they also need to be entered separately.  For example if one was a conversion and one was a distribution.
 - Another possibility is that one is a corrected form.  If that's the case, you need to contact the payer if you are unsure which one is corrected. 

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charleswyattt
October 22, 2024

Hello

 

No, even if they are from the same payer, you should submit each 1099-R document independently on your tax return. Every form has distinct data that must be filled out on each one to guarantee accuracy.

 

Regards

Charles [removed}

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