Duplicate (sic) 1099-R

Forum|Forum|5 years ago
April 2, 2021
2 replies
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My federal return was rejected because of a duplicate 1099R. I have two 1099R forms that are identical except for the account numbers on the 1099R forms. In other words, I have two accounts with one company and each account generated its own 1099 form. I am using TurboTax premier and I see no way to distinguish these two 1099R forms. One thought: Shall I include the account number in the Payer Name lines? Thanks in advance for your help.

Best answer by DoninGA

Subtract $0.01 cent from one Form 1099-R and add $0.01 cent to the other Form 1099-R.

DoninGAAnswer

Employee

Subtract $0.01 cent from one Form 1099-R and add $0.01 cent to the other Form 1099-R.

kevineddings

The suggested solution is for the TurboTax client to falsify his/her return. A better solution would be for TurboTax to fix the problem. I experienced a similar problem...my return being rejected twice, delaying its filing by five days, and causing me several hours and a more than a little frustration. TurboTax is aware of the problem, yet has not made the changes to its software to remedy it. This is a good example of why people move on to other tax return software providers. Tax returns are difficult enough for lay people. These difficulties don't need to be augmented by faulty products of the online software providers.

BillM223

It is likely that it is the IRS that is rejecting the return. The IRS sets the standard for the data format (in XML) that e-filers have to use. TurboTax creates an XML copy of your return and send it to the IRS server that handles e-filing.

If the IRS server rejects the return because of what it perceives is a duplicate entry, how exactly is that TurboTax's fault?

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kernalCorn

My wife and I have identical amounts, like some of the other posts concerning duplicate 1099Rs. However, TT asks who it belongs to in their easy step questions, and I indicate either her or myself. I find it unfathomable that TT would only check the dollar amount and not check beyond that once the amounts matched. Why not check the amounts and if they match, check the names, and if those match, check the account number?

I hesitate to misrepresent the amounts on our 1099Rs, even by one cent. We've been audited before and I don't want to be again.

If it is true that TT is aware of this issue and hasn't bothered to fix it, why am I paying good money and their filing fees every year?

-- Disconcerted