How do I import 1099R’s from Excel?

Question

I am getting an error message while trying to import my 1099 info from Excel to print 1099R's.  It's saying something about duplicate tax IDs.  The two it is kicking out I previously ran a 1099 MISC for. Can you override that so I can run them?  They are supposed to get both.  I am suing W2 Mate Version 9.0.59.

 

Thanks.

 

Answer 1

Inside the 1099-R import dialog please make sure to check the box that says “Allow Duplicate Recipient IDs”. This way your 1099-R forms will import just fine.

 

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