Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 10, 2021 10:00:47 AM

Efile rejected due to duplicate 1099-R's. We received two 1099-R's one for myself and one for spouse in the amount of 6,000 each. What should I do?

How do I indicate the two 1099-r 's are not different.  All of the info is the same except the recipiants name

0 5 918
5 Replies
Expert Alumni
Apr 10, 2021 11:24:13 AM

Double-check your return to be sure that you entered two different Form 1099-R and did not accidentally duplicate the entries completely.  If one form was for you and one for your spouse, be sure that the correct ownership is indicated.  

 

If you truly had two Form 1099-R that are duplicates of one another, then try adding one penny to the amount reported in Box 1 of the second Form 1099-R.  Other users with a similar issue have reported that this worked for them.

Level 15
Apr 10, 2021 3:51:05 PM

A penny might not work, since TT (and the IRS) rounds to the nearer dollar).  So try adding $1.

New Member
Apr 14, 2021 4:53:45 AM

I feel the 1099R is for the max amount allowed, would it be best to add or subtract the penny?

Expert Alumni
Apr 14, 2021 5:12:42 AM

As Sweetiejean mentions it may need to be a dollar but you can subtract if you are at the max.

 

Level 15
Apr 14, 2021 5:13:08 AM

@skkelleher 

Then add a $1 to one and remove $1  from the other ..... the tax forms only send in the total.

____________________________________

Not sure what MAX amount you are talking about.   IRA "contributions" have yearly max amounts, but distributions where you take out money do not.  I sure hope are entering money you are taking out of a retirement fund...and you have actual 1099-R forms in hand.