Serious Problem with Turbo Tax and entering amounts for annuities

[mdames]

I have three different annuities, each paying the same amount in the year. So I entered the 3 annuities into the TT program to reflect the 1099's I received from the annuity company. When I attempted to file my taxes electronically, I received an error message from Turbo Tax that my e-filing was rejected. When I dug into the explanation, I could see that TT was saying I have entered "duplicate" amounts for my annuities and that I needed to correct the error. Well, there is no error. I received 3 identical amounts for 3 different annuities during the year. So, there was nothing for me to correct. And, if I don't correct the "error" TT won't let me file electronically. Obviously, TT is mistaken about the duplicate amounts for an annuity. But I cannot correct the problem. To add insult to injury, I keep getting emails from TT saying I need to file my return! How can this be fixed?  

[SteamTrain · Accepted solution]

@mdames 

TTX instituted that error process, just because so many people were erroneously entering the exact same 1099-R more than once.....even though they had only one.

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Thus, they really didn't plan on your situation ever happening.....3 separate ones with the exact same amounts. (or extremely rarely happening)

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Only workaround I know would work

1099-R#1:  Increase the $ amount distributed by $1

1099-R#2:  Put in the proper exact $$ amount distributed.

1099-R#3:  Decrease the $ amount distributed by $1

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Final result should be the exact total taxable distribution on the final form 1040.

(of course, I can't know what's in both your box 1 and 2a.... if box 2a is different, and IF you have a value in box 5 ....might take some more fudging to make each individual 1099-R internally consistent).

[mdames]

Thanks for the reply. I was asking this question after the fact. I simply filed my return by mail in order to be able to file on time. Now, I'll likely have to wait for several months to get my tax refund.

[SteamTrain]

Dang !    That stinks.  The wait will be miserable.  They might even still be working on last year's mail files.