topic I have 2 1099-R forms from the same brokerage firm. They have different account numbers but Turbo Tax thinks they are duplicate and will not let me go past this point. in Get your taxes done using TurboTax

I have 2 1099-R forms from the same brokerage firm. They have different account numbers but Turbo Tax thinks they are duplicate and will not let me go past this point.

millbk — Mon, 23 Feb 2026 13:21:50 GMT

How do I get around this?

Re: I have 2 1099-R forms from the same brokerage firm. They have different account numbers but T...

DMarkM1 — Mon, 06 Feb 2023 19:50:25 GMT

Try changing the amount in box 1 and 2 of one them by increasing by a penny (.01). This will not change your tax calculations and should introduce a difference between the two form entries.

Re: I have 2 1099-R forms from the same brokerage firm. They have different account numbers but Turbo Tax thinks they are duplicate and will not let me go past this point.

VolvoGirl — Mon, 06 Feb 2023 19:54:12 GMT

I would try changing them by $1. A penny will just be rounded. Increase one 1099R by $1 and decease the other one.