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February 13, 2022
Question

Rejected

  • February 13, 2022
  • 1 reply
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I have two 1099-R that are identical.  One is in my name and the other is in my wife's name.  I received a notice of rejection for a duplicate 1099-R.  There were no duplicates.  I rechecked my files.

1 reply

February 13, 2022

Please revisit your 1099-R entries.

 

When entering each form 1099-R, there is a page titled Who does this 1099-R belongs to?. It is important that you can click on the first name of the spouse the 1099-R belongs to.

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joelsallyAuthor
February 14, 2022

That was the first thing I checked for.  They both had the proper names associated with it.

JohnB5677
February 14, 2022

This occurs to prevent actual duplicate 1099-R's from being transmitted.  The workaround is to add $1 to your 1099-R and subtract $1 from your wife's.  This will resolve the duplication problem, and will not change your tax return by one penny.

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