Solved

WHERE DO I ADD SPOUSE 1099-R INCOME

Forum|Forum|6 years ago
June 6, 2019
3 replies
0 views

I've entered my retirement income (1099-r), now where do I enter my spouse's retirement income from her 1099-r?

TurboTax Deluxe Windows

Best answer by AnthonyC

You enter it in the same section you entered your 1099-R. Just pay close attention to the small checkbox on the Form 1099-R screen (see screenshot below). Return to the 1099-R section using the instructions below and click "Add Another 1099-R" on the Your 1099-R Entries screen. Click "Ill Type myself" and next screen should be the screen below - Tell Us Which 1099-R You Have - check the correct spouse underneath where it says "This Form 1099-R belongs to ..."

The easiest method of entering the income is to use the search function

Log into your account if using online
Select Take Me to My Return (must click this before proceeding to the search)
Use the search function in the top right-hand corner (magnifying glass) if online - if using the desktop program use the search topics
Search for “1099R” and click the jump to link that appears
Proceed with filling out the information

You can also find this section under Federal Taxes (may say Personal if using Self Employed version) > Wages and Income > If prompted, click "Ill choose what want to work on" or "Show All" > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R)

A

AnthonyCAnswer

Employee

You enter it in the same section you entered your 1099-R. Just pay close attention to the small checkbox on the Form 1099-R screen (see screenshot below). Return to the 1099-R section using the instructions below and click "Add Another 1099-R" on the Your 1099-R Entries screen. Click "Ill Type myself" and next screen should be the screen below - Tell Us Which 1099-R You Have - check the correct spouse underneath where it says "This Form 1099-R belongs to ..."

The easiest method of entering the income is to use the search function

Log into your account if using online
Select Take Me to My Return (must click this before proceeding to the search)
Use the search function in the top right-hand corner (magnifying glass) if online - if using the desktop program use the search topics
Search for “1099R” and click the jump to link that appears
Proceed with filling out the information

You can also find this section under Federal Taxes (may say Personal if using Self Employed version) > Wages and Income > If prompted, click "Ill choose what want to work on" or "Show All" > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R)

D

Dfsr

After I added my 1099-R’s, I then added my wife’s 1099-R under my name. Then I switched to the FORM VIEW and found the 1099 forms. I found my wife’s form (Which was under my name), then clicked the box stating it was my spouse’s form. It then switched the name and SSN! I then clicked the box not to use it next year because we won’t be pulling money out of that IRA next year.

C

ctpocono

Where do I find/create a 1099R since it's no selectable in the 1099 section