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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

TV20

Level 2

There are two 1099-Rs with the same distribution amount. They are for two different social security numbers - one for myself, one for my spouse. The Payer is Allianz. Is this the problem they are referring to? These are two separate 1099s, not duplicates.

stuart ng

Level 2

Most people have come to the conclusion that this is a bug with TurboTax that crops up on different tax years. 2020 being one of them. It's also seems to be the consensus that TurboTax has not acknowledge this issue and is most likely not going to fix it. The 1 cent hack is to work around TurboTax issue since the underlying tax form does not change. You can check like I did by comparing the forms generated. No one can advise you whether this is something you want to do. You can always follow the TurboTax suggestion of filing the tax by mail. This may cause other issues. NYS no longer wants a mailed tax form if its generated by tax software. Everyone who commented on using the 1 cent hack has reported that it has been successful transmitted and/or accepted by the tax authority.

CindyKJA

Level 2

That was our issue... My spouse and I had equal distributions (same numbers on 1099-R with different SSNs) from the same broker. The .01 hack worked and returns submitted electronically, without error.

NASABob

Level 2

I called Turbo Tax, got a case number, got with a Turbo Tax Agent, they had me remove one of the "duplicate" 1099-R and then add it back in and then refiled. I just got my rejection for duplicate 1099-Rs. Turbo Tax needs to fix this issue. Some folks have tried to trick the system by adding a penny or some other small amount that will be lost in rounding. I am not in the habit of lying to the IRS.

TURBO TAX - HELP US

I have been using Turbo Tax since 1996. This is the last year.

Zwez

Level 2

I experienced the same problem with my tax filing for 2020. My wife and I took out investments from the a company years ago on the same date for the same amount, so both have identical annual income. I have reported this investment on my tax forms for numerous years using TurboTax and never experienced a problem with my return being rejected until this year. After making sure that the both investments were attributed properly to each of us with correct identification, I decided to try adding one penny to the value of one of the investments. Within hours I received notification that my 2020 tax return was accepted. I hope that this solution will be of help to others experiencing tax returns being rejected due to seemingly "duplicate" 1099-R forms.

NASABob

Level 2

Thank you so much. It is ovbious that TT really isn't trying to solve this issue so my next step is to add a penny and give it a try. Like you I have been filing with Turbo Tax for years and the last three years the IRS took the to identical IRAs but something is different this year. I will let everyone know how it goes. Calling TT agains really isn't an option.

3dimension

Level 2

This must be a bug in the Turbotax software. I have the exactly same problem. I have been rejected four times!!. Thanks to the tip from this forum's discussion, I will follow "adding one penny" method and refile again. Cross my fingers.

TUBROTAX, PLEASE FIX YOUR BUG!!

NASABob

Level 2

Turbo Tax Friends.

I gave in an changed one of my 1099-R forms by adding a penny. I submtted it a fourth time and it was accepted in 13 minutes!!!!!

No thanks to Turbo Tax.

It works!

NASABob

Rl196919

Level 2

[PII image removed]

abfresquez

Level 2

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

My software (loaded from CD) is current with regards to updates. The "duplicate" 1009-R forms are NOT duplicates, but two of the five used (all from the same payer FEIN) do have the same distribution amount and tax withheld. However, each of the five 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.

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

NASABob

Level 2

We had the exact same situation in that it did not help to change the Payer slightly or make another change except the amount. After four attempts - I was determined not to change the amount on one of the 1099-Rs even though the withholding was different. In the end after three tries, it was not accepted until I changed one of the 1099-Rs by adding a penny. It was accepted in 13 minutes. It is all about the total amount of the RMD.

Taxcat7720

Level 2

I gave up. I paid $16 for Taxslayer this afternoon and entered all my information. Within an hour, I received a notice that the IRS excepted my tax return. I’m just glad I didn’t pay a lot of money for the TurboTax. Very disappointed that all of us in this TT community let TurboTax know that there’s a problem and they couldn’t fix the problem within the weeks that we have been letting them know there’s a problem.

Tboner72

Level 2

Exactly the same problem which i feel is a Turbotax issue because it has not been a problem in the past

richardjwaksman

Level 2

I can't figure out how to ask a new question, so I am asking my question here to a related question. My federal and state returns are being rejected because they say last year's AGI is not the same number they have. However, it is the correct number. Not only is it directly from the form I filed, but if I call the IRS, their system confirms it is the correct number. What can I do at this point? The IRS is not taking calls to humans because they are too busy.

SoozAuthor

Level 4

@richardjwaksman I am not an expert but may have some ideas for you to explore.

if you used TurboTax last year and this year, it should have automatically carried forward information from last year that it uses for comparisons. The AGI from last year should have carried forward with it, and would be a “snapshot” of what you filed, which is what the IRS says it has too.

humor me here...try logging on to last year’s TurboTax software and observe if (1) it performs any updates & restarts, and (2) if your refund amount/tax owed amount changes from when you actually filed.

if the amount changes, chances are your AGI was affected as well. You may want to compare numbers from your “new” 2020 1040 form to a copy of what you filed, so you can see what may have changed.

(I had a similar issue with this year’s return - as it turns out there was legislation passed in mid-March that affected the rules. I only learned this because I had already e-filed Federal but had waited to file my state by mail. In the amount of time since I filed Federal and then logged on again to print my state filing copy, all my numbers changed as a result.)

richardjwaksman

Level 2

Thank you, but that does not appear to be the answer. I manually entered the AGI number in the field (I actually did this three times and it was rejected all three times). The IRS hotline agrees with the number I entered, so it really seems to be an IRS error by rejecting it, but I cannot reach a human there. Since the IRS hotline agrees with my number, I don't think that any tax law change is involved. It really seems to be some systems problem. If and when I reach the IRS, they may tell me it is a Turbo Tax problem. Then what?

Bakes

Level 2

I'll add to the growing chorus of the penny club. I had three 1099-Rs that looked exactly like three others, which triggered rejections. So I changed the three by 1 little penny, and Feds accepted it. I'm crossing my fingers that an audit won't be triggered, but I hedged my bet by popping for the audit defense from TT. Good luck, you penny pinchers!

Nando123

Level 2

OK, I caved in and did the penny trick. Altering the payer name slightly didn't work.

This is completely unacceptable. It's getting harder to justify continued use of TT every year.

I searched for this problem for H&R Block users and got no hits so I'm hesitant to blame IRS.

mhmere

Level 2

Monty,

Thanks for your input. I did as you, added a penny and the transaction was accepted in about 30 minutes.

Since imitation is a good form of compliment, I will follow your idea of switching to H&R for next year.

Thanks

mhmere

Level 2

It is a Turbo Tax Incompetence. I run the review, it tells me that everything is perfect and then get the rejection. Last time that I waste a penny on Intuit. They should be transparent with whatever issue this is. I will add the penny see what happens.

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