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wiechda
Level 2
March 31, 2021
Question

Duplicate 1099R that is not a duplicate

  • March 31, 2021
  • 2 replies
  • 0 views

My tax return was rejected due to a duplicate 1099R. It is not a duplicate but two same Roth conversion from the same company at two different times. How do I resolve?.

    2 replies

    ReneeM7122
    ReneeM7122
    Level 9
    March 31, 2021

    You can combine the 1099R forms together as one.

      J
      JMG436
      Level 2
      April 1, 2021

      Rejected because 1099 R duplicate; actually one 1099 is for my husband, one for me.  Different account numbers.  Can I still combine?

      DMarkM1
      DMarkM1
      Level 15
      April 1, 2021

      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.  

       

       

      **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
        D
        dpecg
        Level 2
        April 3, 2021

        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)?

        VolvoGirl
        VolvoGirl
        Level 15
        April 3, 2021

        No you have to report both of them.  They are for different things.  Change one of them by 1 cent or $1.

          D
          dpecg
          Level 2
          April 6, 2021

          Thank you.  I updated one with a penny and resubmitted.  The IRS seemed to have accepted it.

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