Solved

I check the wrong owner box on an 1099-R I checked my name instead of my wife's.Returns have been transmitted and accepted. This is for year 2018.How do I fix this?

Forum|Forum|7 years ago
June 3, 2019
1 reply
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How do I fix this? we file jointly.

I corrected in turbo tax and the numbers did not change.

TurboTax Premier Windows

Best answer by Critter

There is nothing to fix since it has no effect on an income tax return.

CritterAnswer

Employee

There is nothing to fix since it has no effect on an income tax return.

macuser_22

Employee

That is not necessary true if the 1099-R had a penalty or required an associated 8606 form to be filed. The penalty (5329 form) and 8606 form must be in the spouses name that the 1099-R belongs to, and would require amending to correct. That might not change the tax, but can affect IRS records, future tax returns, and carry forward amounts.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**