Yes, you will report both forms in your 1099-R section as separate entries. Record the information exactly the way it is listed on the forms. Go to federal>wages and income>all income Retirement plans and Social Security>show more Ira (401K), pension plan Withdrawals(1099R) Start Here you will enter your 1099R. After you are done with one and reach a summary screen, there will be an opportunity to your second 1099R

Question

Which of two 1099-R from J Hancock do I file? One is an internal 401(k) to an IRA within J Hancock, other is for a roll over from the J Hancock IRA to my Fidelity IRA.

Forum|Forum|5 years ago
March 4, 2021
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DaveF1006

Yes, you will report both forms in your 1099-R section as separate entries. Record the information exactly the way it is listed on the forms.

Go to federal>wages and income>all income
Retirement plans and Social Security>show more
Ira (401K), pension plan Withdrawals(1099R) Start
Here you will enter your 1099R. After you are done with one and reach a summary screen, there will be an opportunity to your second 1099R

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