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patmargy
February 28, 2020
Question

1099R

  • February 28, 2020
  • 2 replies
  • 0 views

I am trying to enter information from a 1099R for my spouse.  The screen indicate  1099r is for Patrick. How do  I get to a screen for Margaret?

 

    2 replies

    A
    Anonymous
    February 28, 2020

    at the top of the 1099-R form check the spouse box.  if your going step by step just click continue and then it will ask for your spouses info.       

    DoninGA
    DoninGA
    Employee
    February 28, 2020

    On the same screen for selecting the type of Form 1099-R that is being reported are selections for indicating who the form belongs to when filing a joint tax return.

    Form 1099-R Owner.jpg

     

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