Findings Update Summary:
It appears the IRS/TT E-File validation has an issue with 1099-Rs of the same value, even though the payee or account number is different. The actual form 8606 that is generated from the 1099-R is correct in the PDF file. A possible method to continue with E-filing (I do not give tax advice) is to save the file being rejected as a PDF (and print a copy), then add a penny ($0.01) to one of the 1099-R entries that have the same value, then re-Efile. Since the actual Tax Return uses rounded numbers the Tax Return, itself is accurate. The PDF contains the accurate underlying form if the IRS, later, needs a copy.
Same issue. two of 5 1099-R entries for different persons had the same value. The entries are correct, but for some reason the information TurboTax is presenting to the IRS does not include the unique fields for different persons. Noting the other 0.01 successes, I was thinking I'll add 0.01 to one of them and subtract 0.01 from the other. That way the total income is still correct.(decided later not to subtract a penny from one).. I resubmitted with no changes, the first time...awaiting results.
UPDATE: It was rejected, again, for duplicate 1099-R without making changes. I decided to just change one to add 0.01, since a following entry asks how much you redeposited and I did not want to under report the other even by 0.01.
Would you believe that TT on FB denies this is happening?????
While typing this update, Within 15 minutes of refiling with 0.01 added, just got the ACCEPTED Email! So much for TT's 100% accuracy guarantee.
