Solved
My husband and I are filing jointly and he has a 1099-R but it seems like whenever I put it in they are saying it is mine. My name is not on it.
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You will want to make sure you selected that the 1099-R form was for your husband, you can review/change this using the instructions below.
- On the Tax Timeline, select "Federal Taxes"
- Select "Wages and Income"
- Click "Edit/Revisit" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Click "Edit" next to the 1099-R in question
- The next screen should allow you to verify the owner of the 1099-R and you can select who the form belongs to.
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