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Get your taxes done using TurboTax
This is unusual, but it can happen, so it gets flagged.
A simple way to resolve this is:
- to add $1 to one 1099-R, and
- subtract $1 from the other.
- Your taxable income is identical, and it bypasses the issue of identical forms.
This is how to post a 1099-R
- Login to your TurboTax Account
- Click "Wages & Income" on the top
- Scroll down to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue"
- From here TurboTax will walk you through entering your Form 1099-R
Once you complete the first one you can Add Another 1099-R
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‎February 5, 2023
11:52 AM