Duplicate 1099R that is not a duplicate

Forum|Forum|5 years ago
March 31, 2021
2 replies
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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?.

ReneeM7122

Level 9

You can combine the 1099R forms together as one.

Steveb11

Level 2

Mine can not be combined as one of the "duplicates" was a ROTH conversion and the other a normal distribution. They can not be combined as the ROTH conversion amount can not be included as an RMD distribution.

The tax withholding on each 1099-R was different and therefore should not have been flagged as duplicates.

I am unclear if it is the IRS or TurboTax that is flagging this as an error. Regardless, one or the other should fix the problem

Steveb11

Level 2

It sounds like the issue may be in the coding of Box 7.

If you have a code 7 (Normal Distribution) in box 7 you should have elected two different options when posting them.

One would be "I rolled it over into another qualified account."
And if you put the money in your bank account you should select "I did something else with the money".

Please confirm what code is in Box 7

Both 1099-Rs had a 7 in box 7.

I did select two different options:

For the ROTH conversion, I selected the option for "I rolled it over to another account" and selected ROTH and selected none of the distribution as RMD.

For the normal distribution I selected "I did something else with the money" and classified the entire distribution as RMD.

dpecg

Level 2

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)?