Federal Efile Rejected Duplicate 1099-R info

[drummerdanva]

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.

[DoninGA]

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

[Bsch4477]

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. 

[drummerdanva]

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.

[drummerdanva]

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

[fanfare]

same problem was reported here by many last year.

Evidently, still not fixed this year.

[fanfare]

change your 1099-R Box 1 amounts so that it is +1 on your 1099-R and -1 on your spouse's 1099-R.

[drummerdanva]

I may try this next.  The two similar Roth withdrawals were enter consecutively even though I identified them as belonging to two separate people.  I also had a Traditional IRA withdrawal so I entered it between the two Roth IRA entries.  We took out similar Roth withdrawal amounts last year and had no problem so this is confusing.  All I know is Intuit should spend more time and money putting out software that works instead of spending so much money advertising on TV sporting events!

[TAX1151 · Accepted solution]

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.

[Songhui4u]

Its a system bug. Please fix. 

[CarissaM]

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

[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.

[TAX1151]

I used the online Turbotax using Firefox 97.0 on an iMac, 10.15.7.

[Songhui4u]

Turbo Tax premier online version

[EbonyA]

Thank you for providing the version details; we will pass this information along for further investigation.