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?

[KathrynG3]

Please check whether there is a blank Form 1099-R listed in your return. If one was imported and yet another was manually entered, there could be a duplicate listing that you may not realize.

For more information, see: How do I delete a 1099-R?

[rkg75]

My tax return was correct. There was no duplication of a 1099R.

Now it seems I have to do everything manually. Will the taxes be taken out of our bank account as we requested when we submitted the return the first time? or do we need to send a check.

[JeanneLO]

Do you mean that you mailed in your tax return when you stated you had to do everything manually or were you able to e-file?

If you were able to e-file you can check and make sure your direct debit date was transmitted. You will find your direct debit/direct deposit information on the Federal Information Worksheet Part V - Direct Deposit or Direct Debit. This will reflect the date you selected.

Please see this TurboTax FAQ to print your tax return you filed this year:

How do I get a copy of a return I filed this year in TurboTax Online?

If you mailed your tax return you will also need to mail a check or pay on the IRS website: https://www.irs.gov/payments

Please let us know if you need further assistance.

@rkg75

[JDW22]

I am having the same issue.  My tax return was rejected because it believes I have a duplicate 1099R. However, the forms are correct, there are no duplicates. Note that my wife and I each received very similar 1099s, same institutions and same amounts but obviously each one in our names. The first time, I downloaded the 1099R forms directly from our financial institution.  After receiving the error, I reentered the 1099 data a second time manually (deleting the old entries) in an effort to fix this. I also made sure each 1099 was in the appropriate filer's name.  Everything else was correct.  Nonetheless, the program still rejected our submissions when we e-filed a second time.  Please advise if there is another workaround besides manually printing and filing.  It looks like this could be a coding error in the program.

[JohnB5677]

If you have two similar 1099-R's you can add $1 to one and deduct $1 from the other and it will be accepted.  This will not change the taxable amount at all.

[cucpa1991]

For your situation, you should add the two together and report them as one 1099-R.  

[DWSLV]

I had this rejection as well, re two “nearly identical” 1099Rs (same firm, same gross amt, same Fed withhoding) but two different account holders (me, my spouse). I connected with TT Support on both Twitter and via phone.  I tweaked one account, by adding $.01 to gross amount.  Was “accepted” by IRS.  I’ve kept lots of hard copy notes, just in case.

[Niley1999]

My husband and I each took the same amount in a one-time withdrawal from our IRA. We have the same investment firm.  eFile was rejected because it detected a duplicate 1099R, even though our names and SSN were different on each one.  After the 3rd unsuccessful try I finally printed them out and mailed them.

[glenschwartz7274]

Husband and wife each have an IRA from the same credit union.  We each withdraw the same amount for our yearly distribution.  When I enter the information, it asks me questions about my husband's IRA but when I enter the 2nd amount (for me) it will not allow me to put it under my social security number.  Therefore, all the questions are asked pertaining to my husband (again).  How can I correct this and enter the 2nd 1099-R under my social?

[ThomasM125]

@glenschwartz7274 On the screen that says Tell US Which 1099-R You Have there should be an option that says This form 1099-R belongs to ____ (Taxpayer)  or _____ (Spouse). If you don't see that, go back to the personal information section and make sure you entered both you and your spouse's information correctly and indicated that you want to file a joint tax return.

[golonjohn]

This is what I'm doing but no one suggested this to me. Very disappointed and wasted hours of time researching and working with the IRS.

[spookyac47]

Without a doubt it is a  problem with the tax software.  I have been using Turbotax for many years and have never had this problem before.  I get a form 1099R from the company that disburses funds each month from my retirement account.  There are six entries on the form, each for a different investment fund.  Two of them send the same amount each month ($145.00 ($1740.00 annually))and ($145.00 ($1740.00 annually)) and two more also send the same amount each month, ($566.80($6801.56 annually)) and ($566.80($6801.56 annually)).  Yes, there are duplicate dollar amounts but they are for different fund categories.  Can I just total all six categories into a single total for all six categories?  If I can't file my tax returns electronically due to a flaw in the software, which was not there in past years, I will be asking for a refund from Intuit.

To make it clear, it is a single 1099R from a single investment firm that has six line entries on the form for six different funds from which the money is distributed from each month.

[JohnB5677]

Yes, If all of the withdrawals are from the same you can enter the total of all six together.  Retain the copy of the 1099-R in the event a question arises.  An alternate solution is to adjust the similar disbursements plus on one and minus on the other by $1.  

[bobqsup]

I have been using Turbotax for over 30 years!  I am well aware of your suggestion.  My 1099s both have different names and different SS numbers.  Also, I checked the proper belongs to box.  The problem is with the Turbotax software.