Skip to main content
February 25, 2025
Solved

Two 1099-R same company with different state listed

  • February 25, 2025
  • 1 reply
  • 0 views

I have a 1099-R with Florida listed as the state and a 1099-R with Nevada listed. I moved mid year from Florida to Nevada (same company and account number)

My return was kicked back because of 1099-R error.

Should I combine both amounts and list as one 1099-R with both states listed?

Neither state have income tax, 

I’m assuming that’s why it was kicked back……

 

Best answer by RachelW33

Yes, you should combine your two Form 1099-R's and list as one with both of the state's information listed in Boxes 15-16.  Doing this will result in the income being reported correctly on your return while also getting you past this error message due to having two Form 1099-R's from the same company.

1 reply

RachelW33
RachelW33Answer
February 26, 2025

Yes, you should combine your two Form 1099-R's and list as one with both of the state's information listed in Boxes 15-16.  Doing this will result in the income being reported correctly on your return while also getting you past this error message due to having two Form 1099-R's from the same company.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"