JohnB5677
Expert Alumni

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

  1. Login to your TurboTax Account 
  2. Click "Wages & Income" on the top
  3. Scroll down to  "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  5. Click "I'll Type it Myself"
  6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  7. Click "Continue"
  8. 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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