Duplicate 1099R that is not a duplicate

[wiechda]

My tax return was rejected due to a duplicate 1099R. It is not a duplicate but two same Roth conversion from the same company at two different times. How do I resolve?.

[ReneeM7122]

You can combine the 1099R forms together as one.

[wiechda]

That sounds great. I'll do it. Thanks.

[JMG436]

Rejected because 1099 R duplicate; actually one 1099 is for my husband, one for me.  Different account numbers.  Can I still combine?

[DMarkM1]

No, since they are distributions to two different social security numbers you would not combine them.  Just add $1 to box 1 and 2 on one of them.  

[dpecg]

I have the same rejection problem.  I rolled over funds from my 401(k) into my IRA at my brokerage, then converted it into a ROTH.  So I have 2 1099-Rs.  Can I just delete one (the non-taxable one)?

[VolvoGirl]

No you have to report both of them.  They are for different things.  Change one of them by 1 cent or $1.

[Savannah H]

How do i combine if there is two contracts for each spouse.

[dpecg]

Thank you.  I updated one with a penny and resubmitted.  The IRS seemed to have accepted it.

[Steveb11]

Mine can not be combined as one of the "duplicates" was a ROTH conversion and the other a normal distribution.  They can not be combined as the ROTH conversion amount can not be included as an RMD distribution.

The tax withholding on each 1099-R was different and therefore should not have been flagged as duplicates.

I am unclear if it is the IRS or TurboTax that is flagging this as an error.  Regardless, one or the other should fix the problem

[JohnB5677]

To clarify your question.

• Did you already file your taxes?
  • Are you just working on them?
  • Did you file them and get rejected?
• You have two 1099-R's
  • Are they for identical amounts?
  • One is for a conversion?
  • One is for a withdrawal?
  • Are the codes in Box 7 Different?
• Was this an IRA to be converted to a ROTH?

[Steveb11]

To clarify your question.

• Did you already file your taxes?
  • Are you just working on them?  Filed them; No rejection yet after changing amounts.
  • Did you file them and get rejected?  Twice before.
• You have two 1099-R's
  • Are they for identical amounts?  The Taxable amounts are identical but the Federal tax amounts withheld are different.
  • One is for a conversion? Yes
  • One is for a withdrawal? Yes
  • Are the codes in Box 7 Different? No
• Was this an IRA to be converted to a ROTH?

[Steveb11]

• Was this an IRA to be converted to a ROTH? Yes.

[JohnB5677]

It sounds like the issue may be in the coding of Box 7.

If you have a code 7 (Normal Distribution) in box 7 you should have elected two different options when posting them.

• One would be "I rolled it over into another qualified account."
• And if you put the money in your bank account you should select "I did something else with the money".

Please confirm what code is in Box 7

[Steveb11]

Both 1099-Rs had a 7 in box 7.

I did select two different options:

For the ROTH conversion, I selected the option for "I rolled it over to another account" and selected ROTH and selected none of the distribution as RMD.

For the normal distribution I selected "I did something else with the money" and classified the entire distribution as RMD.