bobqsup: You are right on. This is a Turbotax computer program error. If the Recipient TIN is different, it's a different 1099R. If the Payer's TIN is different, it's a different 1099-R. If the Spouse box is checked, it's a different 1099-R. If the Document ID is different, it's a different 1099-R. If the Account Number is different, it's a different 1099-R. Deal is in order to do this correctly you need to table all the 1099-R's up, sort the table by the data above, then check each entry. If the
Recipient TIN
Payer's TIN
Account Number
Document number
Spousal check mark
and then the AMOUNT
are all the same then it's a Duplicate,
otherwise, it's NOT a duplicate.
My guess is the programmer got lazy or didn't understand what he was trying to accomplish.
Turbotax should fix this immediately. Looks like Turbotax had the same problem last year2020, so I would guess they don't feel like it's worth correcting.
I also painstakingly entered my 6 1099-R's into the Online Free Turbotax. At least the Online version erroneously flagged the 3 1099-R's for my wife as duplicates. The desktop PAID version doesn't even flag the duplicates, Turbotax just let's the IRS reject your return. After the IRS rejects the return, Turbotax will help you... ha ha... they say to look at your 1099-R's and delete the duplicates.
I don't have any duplicate 1099-Rs.
Seems like the data passed on to the IRS is not correct either.
Likely there is more to all of this...
that's what we pay Turbotax for. To figure this stuff out for us!
