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After you file
It does appear that the amount is the primary verifier - but that said, I find it annoying and questionable that TurboTax asks for verification of who the 1099R is for and yet we get the reject notice - but didn't get it last year or the year before on the same forms. I still think that TurboTax needs to recheck their transmission files - I'm not totally convinced that the IRS is the primary source of the reject notice - although TT blames them when you call in and ask.
‎February 16, 2022
9:08 AM