@s1d2c3m4 wrote:
I noticed that each line has a different fund name on it. Is it possible they did this rather than send three 1099-R forms?
basically box 1 has 3 lines and 3 different numbers. Box 2(a) has 3 lines and those amounts match the number in the corresponding line for box 1.
It's like I have three 1099-Rs on one form.
There are a couple of financial institutions that assign a different account number to each fund and list them seperartely that way - most financial institution only provide the total amount in box 1 and 2a. It is OK for you to just add the amounts and enter the total into box 1 and 2a.
(If you had 15 funds there could be 15 lines and you don't want to enter 15 1099-R's)
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
