First, be absolutely sure that you did get the correct distribution, and that they are not duplicates. However, from time to time you do actually get to forms that report identical income. This is unusual, 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
@slptx
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