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Level 2
Mar 31, 2021 5:11 PM UTC
Question

Duplicate 1099R that is not a duplicate

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?.

    16 replies

    ReneeM7122
    Level 9
    Mar 31, 2021 5:37 PM UTC

    You can combine the 1099R forms together as one.

    wiechdaAuthor
    Level 2
    Mar 31, 2021 5:47 PM UTC

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

    Level 2
    Apr 3, 2021 6:32 PM UTC

    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
    Level 15
    Apr 3, 2021 6:35 PM UTC

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

    Level 2
    Apr 6, 2021 11:44 PM UTC

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