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?
02315
2 Replies
DMarkM1
Expert Alumni
Feb 6, 2023 11:50:25 AM
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.
VolvoGirl
Level 15
Feb 6, 2023 11:54:12 AM
I would try changing them by $1. A penny will just be rounded. Increase one 1099R by $1 and decease the other one.