My tax return was rejected because it was thought I included a duplicate 1099R in my return. However, it is correct and should not have been rejected. What happens next?

[gjbeier41]

Adding them together worked !!  Return was accepted !

[Spooky211]

I agree.  I, too, have been using TurboTax for at least a decade (probably more like two decades or more) and have never had this type of problem before.    My 1099 entries are identical as the previous years, what appears to be identical 1099-R entries.  The dollar amount is identical but the information entered is for a different fund.  It seems software development quality control has steadily declined and we, the users, are used as Beta testers, en masse.

[Rd0419]

I'm having the same issue. It has been rejected 4 times now. I do not have duplicate 1099R's. I have two 1099r's from the same firm.  My spouse retired in 2021 and did a rollover of her 403B into her regular IRA (which showed code G) and was required to withdraw her RMD amount which was taxed (showed code 7). There was no tax on the rollover which was about $4500 which was different from her RMD of only $179.  Why can't TT get this glitch fixed. I really don't want to snail mail my returns plus NYS mandates e-filing of taxes. Anybody have any ideas for a fix?

[ptbtx]

Same problem here.  The two 1099-Rs are the same amount ($6000) but otherwise different.  One is distribution code T one is code 7.  The T coded one is because I accidentally took a distribution from my Roth and I returned it.  The 7 coded one was from my Traditional IRA and converted to my Roth.  The account numbers are different for each one.  But TT doesn't ask for an account number.  Someone suggested changing the amount of one of them by $1 or $0.01.  I wouldn't feel comfortable having a difference between what I report and what Vanguard reports.

[ptbtx]

So is Intuit working with the IRS to fix this issue?

[RobertB4444]

The software is designed to prevent people from double entering their income forms.  It's a common enough error that it has to be built in to the system.  If you have two 1099-R's with the exact same value it triggers this error prevention in a remarkably annoying way.  

The suggestion that works is to add a penny to one of the 1099-R totals changing it from $XXXX to $XXXX.01.  The IRS rounds numbers to the nearest dollar anyway, they don't deal with any partial dollar amounts.  So your penny change will not effect any of the information that the IRS receives.

[ptbtx]

That worked.  Thank you for your help.

[your friend in the devil]

bobqsup:  You are right on.  This is a Turbotax computer program error.  If the Recipient TIN is different, it's a different 1099R.  If the Payer's TIN is different, it's a different 1099-R.  If the Spouse box is checked, it's a different 1099-R.  If the Document ID is different, it's a different 1099-R.  If the Account Number is different, it's a different 1099-R.  Deal is in order to do this correctly you need to table all the 1099-R's up, sort the table by the data above, then check each entry.  If the 

Recipient TIN

Payer's TIN

Account Number

Document number 

Spousal check mark 

and then the AMOUNT

are all the same then it's a Duplicate,

otherwise, it's NOT a duplicate.

My guess is the programmer got lazy or didn't understand what he was trying to accomplish.

Turbotax should fix this immediately.  Looks like Turbotax had the same problem last year2020, so I would guess they don't feel like it's worth correcting. 

I also painstakingly entered my 6 1099-R's into the Online Free Turbotax.  At least the Online version erroneously flagged the 3 1099-R's for my wife as duplicates.  The desktop PAID version doesn't even flag the duplicates, Turbotax just let's the IRS reject your return.  After the IRS rejects the return, Turbotax will help you... ha ha... they say to look at your 1099-R's and delete the duplicates.

I don't have any duplicate 1099-Rs.

Seems like the data passed on to the IRS is not correct either.

Likely there is more to all of this...

that's what we pay Turbotax for.  To figure this stuff out for us!

[KEC0726]

I have a similar issue.  However, both of the 1099Rs are for my wife.  One is from her Traditional IPA and the other is from her Roth IRA.  Different amounts, different account #s, different distribution codes and the Traditional one has IRA/SEP/SIMPLE checked.  But they both are for my wife from the same payor.  I've reviewed both 1099R entries and made sure everything is correct for each.  I still get rejected as having duplicate 1099Rs.  I'm not sure what to do now.

[your friend in the devil]

That's a bummer.  Print and mail.  Shouldn't be this way.  Print and mail is the last thing I wanted to do.  

[Rd0419]

My return has been rejected 4 or 5 times now. There are no duplicate 1099R's only duplicate payers with the same recipient (RMD & Rollover).  I have now filed with TaxAct (online) and the returns (Fed+NYS) have been accepted within 2 hours of submission.  After using TT for at least 20 years I have decided I will not be using them any more.  They became very complacent and no help at all. A BIG waste of money!!!!!!!!!!!!