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June 1, 2019
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1099-R gets information for me, but won't ask for my wife's information. It was correct for SSA

  • June 1, 2019
  • 1 reply
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Working through tax forms.  Wife and I are Joint .... usually get form that asks first for my info then wifes..  Has worked well through SSA info, but on 1099-R, it only asks for my information..... my wife has a 1099-R also

Best answer by DoninGA

On the screen for selecting the type of Form 1099-R you are reporting are also selections for who the form belongs to when filing as Married Filing Jointly.

1 reply

DoninGA
DoninGAAnswer
Employee
June 1, 2019

On the screen for selecting the type of Form 1099-R you are reporting are also selections for who the form belongs to when filing as Married Filing Jointly.