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Returning Member
posted Apr 6, 2021 8:40:56 AM

My return was rejected for duplicate 1099-R but I have one for me and one for my wife so they are duplicates except for the name?

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24 Replies
Level 15
Apr 6, 2021 8:53:15 AM

Try adding $1 to one of them, and subtracting $1 from the other.  Also be sure you don't assign both 1099-R forms to just one of you.

Returning Member
Apr 6, 2021 9:04:09 AM

Thanks. They are assigned to two separate names for sure but the amount is identical.  I suppose there is no illegality in changing the amount to avoid this duplicate error?

Employee Tax Expert
Apr 6, 2021 9:15:44 AM

When you entered your 1099-R information, you should have been prompted to answer Who does this 1099-R belong to?

 

 

Go back to the following section to determine if each 1099-R was classified to the correct person.  If you determine both were assigned to only one of you, delete that form and add a new one to make sure they are properly reported for each of you.

 

 

The input would be under the Federal income section as follows: 

  1. Select Income & Expenses 
  2. Scroll down to All Income 
  3. Select show more to the right of Retirement Plans & Social Security 
  4. Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) 
  5. To enter additional 1099-R forms, simply select +Add Another 1099-R.  To delete, simply select Delete to the right of the applicable 1099-R form.

 

 

Returning Member
Apr 6, 2021 9:24:52 AM

One was assigned to me "Ron" and the other to my wife "Rachel". This was done correctly. Any other explanations?

Intuit Alumni
Apr 6, 2021 1:07:12 PM

Please try to add a penny to one of the 1099s and resubmit your return.  Source

Returning Member
Apr 11, 2021 1:33:04 PM

Why can't Turbotax prioritize a fix for this?

Expert Alumni
Apr 12, 2021 9:19:32 AM

This is not a TurboTax error, this is an IRS rejection criteria. The IRS will not accept a return with what they see as duplicate forms.

Returning Member
Apr 12, 2021 9:25:42 AM

Catina - I resubmitted my returns and now it's been close to 24 hours w/ them in a pending state.  Normally I would get an update within an hour or two the returns were accepted.  Can you explain now what's going on?

Intuit Alumni
Apr 12, 2021 10:43:37 AM

It can take up to 48 hours for your tax returns to show as accepted.  For more information on why some returns stay in pending status longer, please see Why is my return still pending?

@bknight0

Returning Member
Apr 14, 2021 4:49:26 PM

I have the same problem or rejection (twice) by IRS for duplicate 1099-R forms.  I have verified that the forms are correctly classified both by data entry and viewing the resulting 1099-R forms in Print center.  In the print center each form has the correct name and SSN.  one form has the "If Spouse's 1099-R check this box" marked.  The amounts in box 2a and box 5 differ by a few cents.  If these are duplicates, HOW DO I FIX THIS?

Expert Alumni
Apr 18, 2021 4:50:34 PM

The workaround for this is to add $! to the Box 1 in either entry so that they differ by a dollar.  This will resolve the e-file issue without making a material change to your tax return. 

Level 15
Apr 18, 2021 5:42:04 PM

There's any number of ways to make the 1099-Rs that are being treated as duplicate different.
For one or both of the 1099-Rs:

  • enter a date in Box 13
  • enter an account number
  • change the zip code in the payer's address to point to some other city.
  • enter an amount in box 8
  • enter an amount in box 17 or 19

Level 2
May 4, 2021 11:33:51 AM

I too am having the same issue.  It thinks I have duplicate 1099-Rs even though one is in my name and the other is in my wife's name.  Both are for the same amount from the same financial institution.  However, in our case, this was done as part of a back-door Roth IRA conversion, so I'm not sure if changing the amounts by $0.01 will alter things since I converted the full $6000 limit for each of us. 

 

I can't report $6000.01 since that is technically over the IRS contribution limit for a Roth IRA.  And a contribution of $5999.99 won't match up with the $6000 conversion that appears in the Retirement and Investments subsection under Deductions & Credits.  I'm not sure if making that change works in my specific instance.  

 

This situation is frustrating since I've had the exact same seemingly "duplicate 1099-R's" for the past several years and it has never been rejected by the IRS.  Seems like some sort of error on either their end of Turbotax's that wasn't there in previous years.  

 

Level 15
May 4, 2021 11:56:22 AM

The "cents" are rounded to the nearest dollar anyway.  Only the dollar amount gets sent to the IRS.

 

See this TurboTax FAQ:

https://ttlc.intuit.com/community/electronic-filing/help/why-am-i-getting-a-1099-r-duplicate-rejection-error-message-when-my-1099-r-s-aren-t-duplicated/01/2239950#M7655

 

Why am I getting a 1099-R Duplicate rejection error message when my 1099-R's aren't duplicated?

Some TurboTax Online and Desktop customers are experiencing an issue where they’re getting a 1099-R Duplicate rejection error when the 1099-R's aren't duplicated. The error message reads “Unfortunately, we've noticed your return may have included duplicate Form 1099-R information. Please log in to TurboTax in order to resolve this issue before we can e-file your accurate return.” This issue can prevent users from e-filing their non-duplicate 1099R's.

We’re currently working to resolve this inconvenient issue. If you’d like to receive progress status updates, please sign up here.

 

Returning Member
May 5, 2021 12:09:04 PM

TT Advised it was their pblm on 3 May and would have a solution in about an hour. Mailed mine today. Tks

Level 2
May 5, 2021 2:57:38 PM

So I'm guessing they never provided a fix within an hour? I have had to paper file a couple years ago and definitely want to avoid having to do so again. I'll see if I can make some small relatively immaterial changes to the payer info or will end up having to change one of the amounts to 0.01 cents less. But if TT rounds to the nearest dollar, doesn't that mean it'll still read them as duplicate?

Level 2
May 6, 2021 9:31:44 AM

FYI, another thread on this issue has a few replies starting yesterday that their returns were finally accepted.  I just refiled my return without making any changes and will report back if it was successful or not. 

 

E-File was rejected because of "duplicate" 1099-R forms. 

Level 2
May 6, 2021 10:23:20 AM

And it finally works!!  

 

You DO NOT have to do the $0.01 trick anymore and can submit it as intended.  I got a return accepted email just 21 minutes after the return sent confirmation email.  So I can confirm that as of today, it is working. 

New Member
Feb 13, 2022 4:12:43 PM

How do i fix:

"Duplicate 1099R - Unfortunately, we've noticed your return may have included duplicate Form 1099-R information. Please login to TurboTax in order to resolve this issue before we can e-file your accurate return."

Expert Alumni
Feb 13, 2022 4:30:03 PM

You want to return to the 1099-R section (Retirement Income) and delete the duplicate entry.   Be careful when deleting as one may have been fully entered and the duplicate may have just been started.  In that case, you want to delete the empty form, not the one you entered all the detail for.   Search for 1099-R in the search box and use the Jump to 1099-R link to be taken to the summary screen.   From here you can see a list of 1099-Rs on your return.   Click on Edit to review them and Delete the one that you do not need.     

 

Alternative directions.   How do I view and delete forms in TurboTax Online?   Note, deleting forms in this manner does not allow you to review them before deleting.   So, only use this method when you know which form you want to delete (they may be listed in the forms list exactly the same).   

 

And if you are using the desktop software, you can click on Forms at the top.   You can view and delete from the Forms list.    @Aviation1973

New Member
Feb 15, 2022 1:12:59 PM

Nope. Rejected twice just now. This is still a problem.

New Member
Feb 15, 2022 1:14:17 PM

There are no dups. One is for me one for wife, two different account numbers. Same financial institution and same amount. Rejected twice by IRS and turbutax support looked at it and confirmed the forms are correctly entered.

Expert Alumni
Feb 15, 2022 3:46:19 PM

@dokteriq It's a silly error but it catches folks a lot.  It's designed to keep someone from accidentally entering their 1099-R twice by mistake.  It has been submitted for a fix.

 

In the meantime go to one of the 1099-R's and add $0.01 to one of the amounts.  The IRS rounds everything off to the nearest dollar so the penny won't change the numbers that you are submitting.  But the program will read the 1099-Rs as two different forms going forward.  

New Member
Feb 15, 2022 7:34:46 PM

I have friends using TurboTax for several years with no issues. There is something special about a subset of scenarios with this happen.

 

TurboTax can add the validation in the prep area to make sure there is no duplicates but it shouldnt be happening once I submit 😐