MarilynG1
Expert Alumni

Retirement tax questions

There's any number of ways to make the 1099-Rs that are being treated as duplicate different.
 

For one or both of the 1099-Rs:

  • enter a date in Box 13
  • enter an account number
  • change the zip code in the payer's address to point to some other city.
  • enter an amount in box 8
  • enter an amount in box 17 or 19

Click this link for more info on Duplicate 1099-R's. 

 

@cd4x9 

 

 

 

 

 

 

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