turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I have 2 duplicate 1099-r. I turned 59.5 in the middle of the year so one is 6 months before and one is for after. It keeps saying i have to delete one. any advise?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

I have 2 duplicate 1099-r. I turned 59.5 in the middle of the year so one is 6 months before and one is for after. It keeps saying i have to delete one. any advise?

They should have different box 7 codes.

One should be coded "2" (I think...was for me when I reached 59.5)

The other should be coded "7"

____________________________________

IF that doesn't work...then the software folks are trying to prevent people from double-entering 1099-R forms, and if the $$ are exactly the same, they kick it out as a duplicate.

 IF that is the case here, try increasing boxes 1 and 2a by $1 on one, and drop boxes 1 & 2a by $1 on the other.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
dmertz
Level 15

I have 2 duplicate 1099-r. I turned 59.5 in the middle of the year so one is 6 months before and one is for after. It keeps saying i have to delete one. any advise?

These should have different codes in box 7 (one with code 1 and the other with code 7).  Although TurboTax flags these as possible duplicates despite the differing codes, you should be able to ignore that warning and continue.  If TurboTax will not allow you to continue, you could try changing one of the dollar values on one of the Forms 1099-R by $0.01 so that the value still rounds to the same whole dollar amount.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question