Both of my Federal and State forms were rejected because it said i had duplicate 1099-R forms. I do have duplicate forms, but one is for Me (Kent) and one is for my wife (Suzanne). The amounts and organization is the same for both of these 1099's .

Kent15 · ‎February 9, 2022

MinhT1 · ‎February 9, 2022

When entering each form 1099-R, there is a page titled Who does this 1099-R belongs to?.

Please make sure that you click on the first name of the spouse the 1099-R belongs to.

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

fanfare · ‎February 9, 2022

you have to add one dollar to box 1 on your 1099 and subtract one dollar from box 1 on the other 1099.

I hope you figured this out already.

Unlock tailored help options in your account.