Rejected Re: Duplicate 1099R

CathyToma · ‎February 15, 2022

I e-filed 2/13/22, received a rejection. It so happens it was the same amount from the same broker. I saw from last year filers had the same problem. What I did was spelled out the name of the broker and e-filed again today. I'll see if it is rejected again.

JohnB5677 · ‎February 15, 2022

I have seen these rejected a second time. The workaround is to add $! to one 1099-R and subtract $1 from the other. This will not affect your tax return at all.

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View solution in original post

JohnB5677 · ‎February 15, 2022

I have seen these rejected a second time. The workaround is to add $! to one 1099-R and subtract $1 from the other. This will not affect your tax return at all.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

CathyToma · ‎February 15, 2022

Thank you, John, I will try that technique and let you know if it works.

CathyToma · ‎February 16, 2022

This solution WORKED! $1 plus and minus on the other distribution. I just received the acceptance notification. Thank you again JohnB5677.

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Rejected Re: Duplicate 1099R