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February 25, 2021
Question

What if your 1099-R is a joint account? How do you post it separately?

  • February 25, 2021
  • 1 reply
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1 reply

VolvoGirl
Employee
February 25, 2021

No a 1099R can not be for a joint account.  401K, IRA, Annuities and Retirement Accounts are for an individual.  IRA means Individual Retirement Account.