Retirement tax questions


@dmertz wrote:

During that past week past week (I've seen it mentioned beginning on about March 30, 2020) a number of people have reported the problem where duplicate Forms 1099-R are being inappropriately flagged, even forms that have different codes in box 7.  It seems odd that a check with such a high false positive rate would be allowed to be implemented.  At the moment it seems that filing will require that you mail your tax return.


I reported this to the MODS but no response so far.     I cited 10-15 threads about this.

 

Many users have found to adding or subtraction 1  cent to box 1 allows the e-file.

(Because the box 1 amount is rounded to the nearest dollar on the tax return, just be sure that the 1 cent difference does not add or subtract a dollar due to rounding.)

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**