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millbk
New Member

I have 2 1099-R forms from the same brokerage firm. They have different account numbers but Turbo Tax thinks they are duplicate and will not let me go past this point.

How do I get around this?
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2 Replies
DMarkM1
Expert Alumni

I have 2 1099-R forms from the same brokerage firm. They have different account numbers but Turbo Tax thinks they are duplicate and will not let me go past this point.

Try changing the amount in box 1 and 2 of one them by increasing by a penny (.01).  This will not change your tax calculations and should introduce a difference between the two form entries.  

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I have 2 1099-R forms from the same brokerage firm. They have different account numbers but Turbo Tax thinks they are duplicate and will not let me go past this point.

I would try changing them by $1.  A penny will just be rounded.  Increase one 1099R by $1 and decease the other one.  

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