Skip to main content
February 15, 2024
Solved

We got one 1099-R for two accounts.Do we total the amounts or enter the 1099-R twice, one for each account?

  • February 15, 2024
  • 1 reply
  • 0 views
No text available
Best answer by dmertz

Thanks for your help today.

It turns out that @dmertz helped me earlier today on a different question

Enjoy your evening

Looking forward to get some answers tomorrow

 


I would enter each line as separate Form 1099-R.

 

As a non-spouse beneficiary, no indirect rollover is permitted, so just indicate that these distributions are all RMD.

1 reply

VolvoGirl
Employee
February 15, 2024

Please explain.  What 2 accounts?  Why did you get a 1099R?  

Vudu1Author
February 15, 2024

My wife's father died and she got payments out of two separate accounts from Principal