Rejected 2021 return due to duplicate 1099-R? Have rechecked. All boxes and numbers correct? How to troubleshoot?

[FredG]

Wife's and my identical Roth's have same exact monies but have filled in correct boxes.

[MinhT1]

When entering each form 1099-R, there is a page titled Who does this 1099-R belongs to?.

Please make sure that you click on the first name of the spouse the 1099-R belongs to.

[FredG]

Thanks for responding.  Yes,we have one account under Fred and one under Pam.  I have double checked each one and have correctly indicated who the owner is (Fred and Pam separately).  How do I troubleshoot where the offending 1099-R is?

[AmyC · Accepted solution]

The problem goes to how identical they are. Adding account numbers, etc to distinguish between them is the key here. Please fill in anything on the actual form related to the issuer that will make it clear they are different. Account numbers have worked for others and should for you. The 1040 adds them together without distinction to the owner. We all just assumed the program was distinguishing owners- but must not be.

[FredG]

Kudos to AmyC:  I placed the account numbers in the second Payer box (no other option) and voila, the return was accepted.  Even though TurboTax clearly has one indicate who owns the Roth.  Whew.  Thanks.  Yours was the best suggestion Amy.  Fred