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kmac02
February 14, 2025
Question

edit 1099-Rt

  • February 14, 2025
  • 1 reply
  • 0 views

I downloaded several 1099-r, however turbo tax has all of them assigned to my husband as recipient, but half are mine.  I have edited them several times but keeps reverting back.  How do I update?

    1 reply

    JohnB5677
    JohnB5677
    February 21, 2025

    You can edit the 1099-R and assign it to the correct spouse.

     

    To Edit a 1099-R

    Log into TurboTax

    1. Under Federal
    2. Select Wages & Income
    3. Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
    4. Select a 1099-R from your list
    5. Use the pencil, or magnifying glass to edit the record
    6. The first question is "Who does this 1099-R belong to?"

    Where do I enter my 1099-R?

            

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