Can 1099-R's from same issurer be consoldated?

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  • AZ-Tax
    Senior Member
    • Feb 2008
    • 2604

    #1

    Can 1099-R's from same issurer be consoldated?

    Client has 5 -1099-R's issued by same EIN #, same dist code, all with IRA box checked, taxable amt box checked only difference is box amt in box 1,2a, 4...I am thinking this may be a dumb question but what the heck but if I create columns of box 1, 2a & 4 in a spread sheet and enter the amts I would probably use more time then enter each one into a 1099-R worksheet. Arent we allowed at least 1 dumb question on this message board?
  • JG EA
    Senior Member
    • Jul 2005
    • 2176

    #2
    Originally posted by AZ-Tax
    Client has 5 -1099-R's issued by same EIN #, same dist code, all with IRA box checked, taxable amt box checked only difference is box amt in box 1,2a, 4...I am thinking this may be a dumb question but what the heck but if I create columns of box 1, 2a & 4 in a spread sheet and enter the amts I would probably use more time then enter each one into a 1099-R worksheet. Arent we allowed at least 1 dumb question on this message board?
    You have to enter each 1099R if you want to electronically file. Especially if there is withholding as yours have.

    Be sure and check the account numbers to make sure some are not duplicates. Also check if any are marked corrected.
    JG

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