I have 2 1099-r's from same institution for the same amount, one is from a Roth IRA. Software does not distinguish the difference and says it is an error. What do I do?

kendrebers — Mon, 23 Feb 2026 09:43:38 GMT

software doesn't recognize Roth withdrawel. what do I do?

Re: I have 2 1099-r's from same institution for the same amount, one is from a Roth IRA. Software...

SantinoD — Mon, 30 Jan 2023 19:35:35 GMT

Even though both 1099-R's are from the same institution and amounts, make sure to enter them separately.

For the one that is for the Roth IRA, you have to select the correct distribution code that is on your 1099-R. Selecting the correct code for a Roth IRA distribution will trigger the system to treat it as a Roth IRA withdrawal.

Here's how to enter your 1099-R:

Go to to Form 1099-R enter your pension, annuity, or other retirement plan distributions.
Answer Yes on the screen, Did you get a 1099-R?
If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
If your financial institution is a TurboTax 1099 partner, you can import your form.
Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
Continue answering the questions to enter or review the info from your 1099-R

Re: I have 2 1099-r's from same institution for the same amount, one is from a Roth IRA. Software does not distinguish the difference and says it is an error. What do I do?

SteamTrain — Mon, 30 Jan 2023 21:10:38 GMT

IF it's still a problem...try dropping the ROTH distribution value by a few cents ...or $1

topic I have 2 1099-r's from same institution for the same amount, one is from a Roth IRA. Software does not distinguish the difference and says it is an error. What do I do? in Retirement tax questions

I have 2 1099-r's from same institution for the same amount, one is from a Roth IRA. Software does not distinguish the difference and says it is an error. What do I do?

Re: I have 2 1099-r's from same institution for the same amount, one is from a Roth IRA. Software...

Here's how to enter your 1099-R:

Re: I have 2 1099-r's from same institution for the same amount, one is from a Roth IRA. Software does not distinguish the difference and says it is an error. What do I do?