Question

My lender provided two 1098-R's and advised utilizing both for tax purposes (due to a change in their business). Turbo tax only lets me enter one. Do I combine totals?

No text available

Once you have completed the first Form 1099-R you can enter another Form 1099-R.

Click on Federal on the left side of the online program screen

Click on Wages & Income

On the Your Income screen

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Edit/Add button

On the screen Here's your 1099-R info, click on Add another 1099-R

Get answers to all your tax questions