BZ597
New Member

After you file

After the first rejection I made sure that each 1099-R had a different name and account number and refiled.

Got same rejection from IRS for duplicate 1099-R s.  Then I changed the name of the financial institution slightly on one of the 1099-R's.For example, on one 1099-R show the payer as "New York University Federal Credit Union.  Then on the other 1099-R show the name of the payer as NYU Fed Credit Union. Then for the $ amount

keep dollars and cents in one of the 1099-R's and the round up or down to the nearest dollar on the other

1099-R. After doing this I refiled electronically again, and it got accepted.