How do I open a second 1099-R for the same employer?

Forum|Forum|2 years ago
February 18, 2024
1 reply
0 views

Using Turbotax Desktop, I have the same employer for myself and my wife. How do I open a second 1099-R form?

Best answer by BruceF-106

I found the answer by myself. I had been going to OPEN FORM, and it had the company name of the 1099-R issued to my wife. I clicked on it, and it made a copy of my wife's 1099-R. If I entered anything on it, it changed my wife's 1099-R. Anything I typed went instantly to my wife's 1099-R. It was just a duplicate of my wife's form.

The solution was to type in the name of the company manually (instead of selecting it from the list) and clicking CREATE. I got the new form that I needed.

DoninGA

Employee

When you enter a Form 1099-R and you are filing as Married Filing Jointly, before entering the form the program will ask you who the form belongs to, by Name.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

BruceF-106AuthorAnswer

The solution was to type in the name of the company manually (instead of selecting it from the list) and clicking CREATE. I got the new form that I needed.