Skip to main content
February 1, 2024
Solved

filling maried jointly I do not see an option to add my wife's 1099_R info

  • February 1, 2024
  • 2 replies
  • 0 views
No text available
    Best answer by DoninGA

    Before you start entering the Form 1099-R there is a screen asking you who the form belong to, by Name.

     

    To enter, edit or delete a form 1099-R -

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Scroll down to Retirement Plans and Social Security
    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

     

    Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

    On the screen Did you get a 1099-R in 2023? Click on Yes

    On the next screen click on Continue

    On the screen Let's import your tax info Click on Change how I enter my form

    On the screen How do you want to add your 1099‑R? Click on Type it in myself

    On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

    2 replies

    DoninGA
    DoninGAAnswer
    Employee
    February 1, 2024

    Before you start entering the Form 1099-R there is a screen asking you who the form belong to, by Name.

     

    To enter, edit or delete a form 1099-R -

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Scroll down to Retirement Plans and Social Security
    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

     

    Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

    On the screen Did you get a 1099-R in 2023? Click on Yes

    On the next screen click on Continue

    On the screen Let's import your tax info Click on Change how I enter my form

    On the screen How do you want to add your 1099‑R? Click on Type it in myself

    On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

    JohnB5677
    February 1, 2024

    There is a screen to select the individual that the 1099-R is for.

    First confirm that your wife is listed in MY INFO.

     

    1. Select Wages & Income
    2. Scroll down and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
    3. The screen should show Here's your 1099-R info
    4. At the bottom of the page click on [+ Add another 1099-R]
    5. You'll see Let's import your tax info
    6. Scroll to the bottom and select [Change how I enter my form]
    7. How would you like to upload your 1099-R?
    8. Say to [Type it myself]
    9. Who does this 1099-R belong to?
    10. This is where you can choose the individual the 1099-R belongs to.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"