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After you file
I first had the situation (two identical 1099-R forms except for account #) in tax year 2017. Used CD version of TT to e-file. Went through with no issues.
Tax year 2018 did not have a duplicate amount, but I still had multiple forms. Used CD version of TT - again, no issues.
Tax year 2019 owed extra taxes and filed by mail. But, I did have the situation with more than one 1099-R and identical amounts. IRS accepted and processed with no issues.
As previously stated, tax year 2020 caused me to start this thread.
Here’s hoping someone at Intuit has a lightbulb go off in their head to realize they need to do a better job next year and forward!!
April 11, 2021
6:13 PM