Is there someone I can speak with directly or a number I can call to speak with a representative for assistance.
My Mother and Father filed their tax returns using Turbo tax (which they've been doing for the last 5 years) and this year their returns were rejected b/c it appeared that they identified 2 1099-R forms that were entered.
Yes there are 2 1099-R form statements for the same Payer BUT one is a form for my Father and the other is for my Mother. They each have their own personal accounts which is why there were 2 1099-Rs entered separately. These were filed the same way with their 2019 tax returns and were accepted. Who I can I speak with directly to get this straightened out. Any guidance would be greatly appreciated.
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There's any number of ways to make the 1099-Rs that are being treated as duplicate different.
For one of the 1099-Rs:
Glad to see some response to this question because I had the same experience despite successfully filing in previous years.
I took a slightly different approach; hopefully it will be enough to avoid having my return rejected. While I was not comfortable entering an amount in any of the boxes without understanding implications and did not have a "Box 13" or anywhere obvious to enter an account number. I did a couple of other things:
1. I removed the "ZIP +4" information from the Payer's ZIP code on one of the 1099-Rs so there are only five digits.
2. I changed the name of the Payer name just slightly (e.g., changed "Company" to "Co."
I won't know if the return was accepted until tomorrow, but I'm hopeful these minor differences will avoid the false rejection behavior.
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