returns rejected by IRS 3 times because of duplicate 1099-R

[ehsggs]

sWe have 2 different 1099 R forms with the same amount but from 2 different IRA account. One is from Edward H Seagraves and was downloaded from Wells Fargo and the 2nd one is from Gisela G Seagraves downloaded from Wells Fargo. Both of these were donation to our church which we also did in previous years. The 2 1099 R forms for $6,500 each represent two separate donation to our church at 2 different times in 2020 totaling $13,000. How do we tell the IRS that these are 2 different individual separate 1099 Rs from two separate accounts at 2 different times in 2020.

Is this the real problem the IRS has with our return or is there some other issue? 

Please help.

Thanks,

Edward and Gisela Seagraves

[KrisD15]

That should not cause an error. I suggest you delete the 1099-R forms and re-enter them by hand. Downloading may cause issues. 

[SweetieJean]

@KrisD15  Several others have reported similar issues today.

[GabiU]

Please send us a copy of your return so we can do some research. 

If you're using TurboTax Desktop follow the directions below: 

1. Click into your return. ​
2. Click Online and select "Send Tax File to Agent". ​
3. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.​
4. Please provide the Token Number that was generated onto a response. 

If you're using TurboTax Online, follow the directions below: 

1. Sign into your online account.​
2. Locate the Tax Tools on the left hand side of the screen. ​
3. A Drop down will appear. Click on Share my file with agent.​
5. This will generate a message that a diagnostic copy will be created. Click on OK, the tax file gets sanitized and transmitted to us.​
6. Please provide the Token Number that was generated onto a response. ​

Thank you! I hope to hear from you soon. 

GabiU 

[WCHERBERT]

Is there any update on this issue? 

I have received the "duplicate 1099-R" rejection twice now, with two (hand-entered) 1099-Rs  identical to my 2019 return which was accepted no problem.  I don't know if it is an IRS problem or a T-Tax glitch or something I did wrong, but I don't want to file an paper return with no changes and have to wait months to find out. 

I am using the T-Tax Online version.  Should I "Send Tax File to Agent". ?

Please advise!

Thanx, Bill H.

[JohnB5677]

To resolve the duplicate 1099-R issue I suggest you add $1 to one 1099-R and deduct $1 from the other.  This will resolve the rejection issue and yield an identical tax return.

@WCHERBERT

[Omidike]

How about if I’m using turbo tax Mac can I send it to you guys from the application too ?