topic Duplicate 1099-Rs in Get your taxes done using TurboTax

Duplicate 1099-Rs

tdalpini — Mon, 03 Feb 2025 02:17:35 GMT

Turbo Tax says my two 1099-R documents are duplicates, but I moved from Maryland to Texas in June and so was issued two separate 1099-R documents, one for each State. There are differences between these two 1099-Rs in: block 4 (FITW amount), block 14 (State tax withheld; an amount on one and $0 for TX), and block 15 (State/Payer's state no.). Otherwise, the information on both documents is the same. How can I get Turbo Tax to accept both of these 1099-R documents? Building upon at a suggestion from a similar Turbo Tax Community post (at https://ttlc.intuit.com/community/retirement/discussion/my-fed-return-was-just-rejected-along-with-my-two-state-returns-saying-i-have-a-duplicate-1099-rs-i/01/2155287#M145172), should combine the amounts from both 1099-Rs onto one 1099-R type in the information? Will this flag an audit of my tax return?

Re: Duplicate 1099-Rs

RachelW33 — Fri, 07 Feb 2025 15:53:23 GMT

Yes, you can combine the amounts from both 1099-R's into one in TurboTax since the payments are from the same company. Just be sure to enter the state information for both MD & TX on the 1099-R input screen.

As long as the correct amounts are reported on your tax return, this will not flag an audit for your return.

Re: Duplicate 1099-Rs

tdalpini — Sat, 08 Feb 2025 03:08:28 GMT

Awesome! Thank you. I combined the amounts from the two (supposed duplicate) 1099-Rs and recorded the (combined) amounts into Turbo Tax - as if it was all on one 1099-R. FYSA, Turbo Tax would not let me select "Texas" (as a state), because Texas does not collect state income taxes. So I just reported the state as Maryland.