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Form 1099-R: Duplicating State Information [RESOLVED]

06 Mar 25
Craig Smith
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3/7/25 – This is now resolved. We are now in the process of identifying impacted returns that have been previously filed and working with the states to determine next steps (whether states will auto-adjust or if amended returns should be filed). Additional guidance will be provided when available. There is no action on your part at this time.


This is reported as Issue 3052 and the fix is scheduled to be deployed tomorrow morning, March 7th.

Issue: When going back into an existing 1099-R to either edit or review, the state information may be duplicated and shown twice within the 1099-R. Click the “Clear” option to remove any duplicate state information before continuing out of the 1099-R.

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