Rejected because 1099 R duplicate; actually one 1099 is for my husband, one for me. Different account numbers. Can I still combine?
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.
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)?
No you have to report both of them. They are for different things. Change one of them by 1 cent or $1.
How do i combine if there is two contracts for each spouse.
Thank you. I updated one with a penny and resubmitted. The IRS seemed to have accepted it.
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
To clarify your question.
To clarify your question.
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.
Please confirm what code is in Box 7
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.
It's an annoying hang up in the system designed to protect you from entering the same data twice. If it is a hiccup then simply subtract .01 from one 1099 and add .01 to the other 1099. They will read as different amounts to the program and not get hung up.