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How do I keep a duplicate 1099-R? I have two accounts with identical 1099-Rs. I say KEEP each but Turbotax still thinks one is a duplicate

I can't complete the final review and my $300 of tax is not recorded. I'm in an infinite loop of review.
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1 Reply
DavidD66
Expert Alumni

How do I keep a duplicate 1099-R? I have two accounts with identical 1099-Rs. I say KEEP each but Turbotax still thinks one is a duplicate

If the 1099-Rs are identical, i.e. they have the same tax ID number, then treat them as a single 1099-R, and just double the amounts.  Your totals will match IRS records, which is what really matters.

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