Solved

Federal Efile Rejected Duplicate 1099-R info

Forum|Forum|4 years ago
February 5, 2022
6 replies
0 views

I checked and I hadn't entered any incorrect information from 1099-R forms. My wife and I each took out the exact same amount from the same mutual fund company from our Roth IRAs. The info was reported to us on 1099-R forms. I wonder if there is a bug in Turbo Tax however it creates and sends the efile information. I guess I shouldn't try filing so early in the future. I will see if it gets rejected again. There wan't any Turbo Tax updates in between send attempts.

Best answer by TAX1151

I have the same experience. Wife & I have same amounts of IRA withdraw. The 1099-Rs are completely correct. The solution is to add one cent to one of the 1099-R forms. This was suggested by Turbotax help. I had my return rejected 3 times before adding one cent to my 1099-R. My return was accepted within an hour after adding the one cent and not changing anything else.

DoninGA

Employee

When starting a Form 1099-R entry you Must indicate who the form belongs to when filing as Married Filing Jointly. See screenshot

Go back through the section for the 1099-R and verify that you selected the owner of each 1099-R correctly.

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

D

drummerdanvaAuthor

I did enter who each 1099-R belonged to but thanks for the reply.

fanfare

Employee

same problem was reported here by many last year.

Evidently, still not fixed this year.

B

Bsch4477

Employee

Try 2 things. Be sure that you checked the box denoting whose distribution it is on each form and also add a descriptor like the last four digits of your account number after the payor’s name. My thinking is that the program is trying to prevent duplicate income submissions and that by making the 1099’s different you can circumvent that.

D

drummerdanvaAuthor

I had checked the correct box for each. I was wondering about the payer's names being the same. Last year we did the some duplicate Roth withdrawals and didn't have a problem. The screen says to enter the Payers info exactly but I may try your idea in the future if this keeps happening. Thanks.

T

TAX1151Answer

I have the same experience. Wife & I have same amounts of IRA withdraw. The 1099-Rs are completely correct. The solution is to add one cent to one of the 1099-R forms. This was suggested by Turbotax help. I had my return rejected 3 times before adding one cent to my 1099-R. My return was accepted within an hour after adding the one cent and not changing anything else.

S

Songhui4u

Its a system bug. Please fix.

C

CarissaM

@Songhui4u Which program and system are you currently using? This can help us in resolving your issue.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

P

PleaseFixDuplicate1099rBug

@CarissaM this is being reported in multiple places, and discussed in at least a dozen intuit threads. This bug is well known at least since 2021. Turbotax detects "duplicate"1099-R for correct filing, when there are multiple forms with the exact same dollar amount.

I am having the same problem right now, performed a search, and this issue is discussed at length in multiple places in this forum.

P

peskas89

I had my return rejected twice for this software issue. I have three 1099-R's. Two of them are identical except for one of them is for me, and the other one is for my spouse. They are for IRA withdrawals in order to do the backdoor Roth IRA thing that we do every year. I finally added one cent to one of the 1099-R's (after seeing this blog) and also went to the "forms" tab in TurboTax and input the date of the withdrawal in box 13 on one of the 1099-R's, and I put the account numbers in the boxes provided so that it was very clear that these are two different 1099-R's for two different people. I then resubmitted the return a third time and it was accepted in about 15 minutes. The first two times took about 24 hours to be rejected. This was very maddening and time consuming. TurboTax and the IRS should work to fix this as clearly it is happening to a lot of people.

B

bauerjack

Same here. My spouse and I contributed the same amount to our individual IRA accounts from the same broker. I've double checked that I chose the correct owner for each 1099-R, yet the e-filing was rejected due to duplicated 1099-R forms. I am using the Turbotax Premier CD version.

I'm hesitant to try the "add one penny" trick because that would sound as if one of the accounts was contributing more than the annual IRA limit, which may potentially put us on unnecessary IRS auditing risk. I ended up mailing the return form, and let's see how it goes.

This issue was widely reported inTurboTax community last year, yet it wasn't fixed this year. I hope TurboTax can fix this issue soon, because I've used it for many years and really like a lot of its features, but don't want to lower its usability due to this minor thing.

DoninGA

Employee

@bauerjack What is entered on your tax return is the Total amount withdrawn and the Total taxable amount. This number is entered as a whole number.

So for example if each of the Form 1099-R's had $1000.45 then the total on the tax return would be ($1000.45 + $1000.45 = $2000.90) rounded up to $2001. So removing $0.01 would have no effect on what is reported on the tax return in this example.