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Level 4

Question

E-File was rejected because of "duplicate" 1099-R forms.

Forum|Forum|5 years ago
March 30, 2021
41 replies
0 views

My software (loaded from CD) is current with regards to updates. The "duplicate" 1009-R forms are NOT duplicates, but two of the six used (all from the same payer FEIN) do have the same distribution amount and tax withheld. However, each of the six has a unique Line 2 of the Payer's Name, and the Account number in Box 12 for each is unique. Prior years' e-filings have had this same situation and e-file has never failed before. Is this an issue on the IRS end of things, or a bug in the TurboTax file submitted to them? Obviously the internal identifier for each doesn't include all the unique identifiers for each of the six forms, but I can't tell from here if it's on the submitting end, or the receiving end of the e-file process.

I did attempt re-e-filing without making any changes, but it's too soon to tell if it will reject again. If it does, can I simply update the distribution amount for one of them to add a penny (currently shows zero cents) to force uniqueness without affecting the actual distribution amount after rounding?

Show previous replies

Jarjar

Level 2

Findings Update Summary:

It appears the IRS/TT E-File validation has an issue with 1099-Rs of the same value, even though the payee or account number is different. The actual form 8606 that is generated from the 1099-R is correct in the PDF file. A possible method to continue with E-filing (I do not give tax advice) is to save the file being rejected as a PDF (and print a copy), then add a penny ($0.01) to one of the 1099-R entries that have the same value, then re-Efile. Since the actual Tax Return uses rounded numbers the Tax Return, itself is accurate. The PDF contains the accurate underlying form if the IRS, later, needs a copy.

Same issue. two of 5 1099-R entries for different persons had the same value. The entries are correct, but for some reason the information TurboTax is presenting to the IRS does not include the unique fields for different persons. Noting the other 0.01 successes, I was thinking I'll add 0.01 to one of them and subtract 0.01 from the other. That way the total income is still correct.(decided later not to subtract a penny from one).. I resubmitted with no changes, the first time...awaiting results.

UPDATE: It was rejected, again, for duplicate 1099-R without making changes. I decided to just change one to add 0.01, since a following entry asks how much you redeposited and I did not want to under report the other even by 0.01.

Would you believe that TT on FB denies this is happening?????

While typing this update, Within 15 minutes of refiling with 0.01 added, just got the ACCEPTED Email! So much for TT's 100% accuracy guarantee.

GabiU

Level 13

We'd like to research this. Please send us a copy of your tax return so we can look more into this experience.

If you're using TurboTax Online, follow the directions below:

1. Sign into your online account.
2. Locate the Tax Tools on the left hand side of the screen.
3. A Drop down will appear. Click on Share my file with agent.
5. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated onto a response.

If you're using TurboTax Desktop follow the directions below:

1. Click into your return.
2. Click Online and select "Send Tax File to Agent".
3. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.
4. Please provide the Token Number that was generated onto a response.

Thank you! I hope to hear from you soon.

GabiU

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

Jarjar

Level 2

GabiU:

It is a little late! You are asking for copies of the original rejected E-file forms. All of us that have had the issue have already added a penny to get the forms accepted. Sorry. Why did it take two weeks and a posting on FB before TT reacted to the discovery of the issue?

cwatch2

Level 2

I'm having the same issue with me and my wife. Same amount was taken out but names and tax amount are different yet Turbo Tax is rejecting my filing because of duplicate 1099-R

Gary K 3

Level 2

As some of responses have indicated, I added a penny (.01) to income to one of two form 1099-R's that had the same amounts for gross distribution and Federal withholding amounts. And the same payer (TIN). And to my surprise the tax returns was shortly ACCEPTED by the IRS as an e-file income tax return.

Beavercreek12

Level 2

Why didn't Turbo-tax let me know that others were having this problem? Might have saved me a lot of sweat and grief. Two entries from the same payer, same name, but different amounts and the same IRA Tax number. Info was input by payer and appears correct on my 1099-R form. They were accepted in 2019. No help from Intuit virtual assistant. After two rejections, I tried adding a longer account number on one. Fingers crossed.

carollyn10

Level 2

E-file Federal return was rejected because of duplicate !099R-R. In checking there was no duplicate. There are 2 1099-R with same dollar amount, one for taxpayer and second for wife. What can I do so I can e-file?

NASABob

Level 2

I am having the exact same problem. I have two IRAs that I took my RMDs before the change in March and decided to go on and keep the RMDs. The Value of the IRAs is exactly the same. In fact, I took 0% withholing on one and 15% on the other. That way the two are different. I submitted my tax via efile through TurboTax and the IRS rejected it becasue I submitted duplicate IRAs. TurboTax told me to delete the duplicate which of couse I could not do because both are valid. I reviewed the two 1099-R forms and and carefully made sure each block was correct and that the appropriate box was check to all their questions. I resubmitted my 1040-SR again and it was just rejected.

The only difference on the acutal 1099-R and the form for inputing the data is the box that gives the account number which has different account numbers. Unfortunately, TurboTax does not include that box on their input form.

Has anyone figured out how to fix this issue? I have been submitting these two IRA 1099-R forms for years without any issue. I have been using TurboTax since 1996.

RobDen6221

Level 2

I'm experiencing the same problem. Rejection due to duplicate 1099-R forms. But one is for me, and one is for my wife- identical amounts, different recipient names.

stuart ng

Level 2

TurboTax Support was fairly useless. Not the support person's fault. From Googling online, the most likely answer I found is that this is an issue with how TurboTax is sending the information to IRS in not creating a unique identifier. What a lot of people suggested is adding $0.01 to one of the "identical" value since it would be rounded to the nearest dollar value. I check my tax return before and after adding the cent and it looks identical.

bknight0

Level 2

Agree that Turbotax is absolutely useless here.

My guess from reading a bunch of posts is that this issue is on the turbotax side. I'm guessing this because when the returns are rejected no IRS rejection code provided. Also, the federal and state returns get rejected at the exact same time. I assume what happens is TT packages up the data to send to the IRS and State departments, and it is failing at this step. Otherwise there is no way that Federal + State(s) would fail immediately at the same time.

Also, I'm guessing TT only provides the forms (and schedules) to the IRS. The forms do not list the individual IRA amounts, instead they sum them up on the 1040. TT must be doing some validation on all the TT worksheets before transmitting.

ScottsdaleDesertDweller

Level 2

I have 2 1099Rs (IRAs) which apparently triggered this rejection. They had identical withdrawal amounts but nothing else was identical - different account numbers, different owners, etc. After numerous other adjustments and resubmittals, I add $.01 to one of them and resubmitted. The return was accepted within the hour. Thanks to whomever found that fix. But whatever screening criteria used by TurboTax and the IRS needs to be fixed.

plaz

Level 2

As many of you have already concluded: This IS a TT bug! Just as "Champ" macuser_22 has repeatedly said with multiple posts over the past 3 weeks: "only rounded whole numbers, not cents, are reported to the IRS." TT should just admit it and update their software.

The proof of this is fairly straightforward. Like many of you I had an e-file rejected "by IRS" because of duplicate 1099R's. The two 1099R's had exactly the same dollar amount and tax withheld. I raised one by $0.14 to raise the first to the next whole dollar and decreased the 2nd by $0.14 so that the totals of all 1099R's were not altered. It was then accepted in 30 minutes.

Now, if you look at the printed file that you would submit to the IRS if you decided to mail it or kept for your records, you will see that the amounts on 1040 have not changed at all whether you look at the file before the $0.01 cent adjustment (if you did that ) or something different (+- $0.14) that did not change rounded amounts - like I did. The two files are identical. The file that TT sends to the IRS would NOT be any different, whichever of these methods you used because the whole number rounded values would be the same. So quit worrying about getting in trouble for sending a insignificantly altered 1099R to the IRS. You are not trying to "trick" the IRS! You ARE tricking TT's faulty software to submit the same legitimate and accurate file to the IRS.

ed_b

Level 2

Why should anyone of us have to be put in the position of trying to trick TurboTax?

DDOregon

Level 2

An IRA includes all investments under one IRA plan or account. File only one Form 1099-R for distributions from all investments under one plan that are paid in 1 year to one recipient, unless you must enter different codes in box 7. You do not have to file a separate Form 1099-R for each distribution under the plan.

I have distributions from 2 funds from the same Mutual Funds. I will let you know if the IRS accepts the return. I have never had this issue in prior years.

gobttax

Level 2

Same problem with W2's. My wife and I have worked a temporary event job every year for the past 5 yrs. All W2 amounts are the same, but one W2 with her name/SSN and another W2 with my name/SSN. Never a problem until this year. So we now know the problem happens with 1099-R, 1099-G and W2. Might be our last year with TurboTax. Very disappoiting