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After you file
My return was rejected again for duplicate 1099-R's, even though the box 1 amounts are different. I understand that TT checking software might flag these because the forms have the same payer, account number, etc. But Vanguard split them into two distributions because they have different state (CA and AZ) withholdings. It seems that this is a fairly common situation, and that TT should allow this to pass.
I tried removing the account numbers, but that didn't work. I guess I can try to total the box 1 amounts into one 1099-R, but this will not match what is sent to the IRS. Is this a bad idea?
‎February 12, 2022
10:41 AM