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March 9, 2025
Question

two 1099-R from same company.

  • March 9, 2025
  • 0 replies
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One shows a 5K taxable amount from a small inheritance from mom. The other is from a 1099 consolidated statement showing the stepped-up basis for another small inheritance.  Upon importing, only the information from the consolidated form appears, but the 1099-R with the 5K 2a taxable amount does not appear anywhere.  How do I get the other to appear?