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astephen
New Member

Why am I being asked for two 1099-R forms from the same Payer?

The payer is Dept. of State
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1 Reply
MarilynG1
Employee Tax Expert

Why am I being asked for two 1099-R forms from the same Payer?

If you transferred your 2022 return, there may be a duplicate listing for a 1099-R.

 

Type '1099-R' in the Search area, then 'Jump to 1099-R'.

 

At the Summary page, you can delete the 1099-R you don't need in your 2023 return.

 

Here's How to Enter a 1099-R.

 

 

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