For a Joint Return,when in the turbotax process do you add the spouses distribution (income) information?

Forum|Forum|1 year ago
March 25, 2025
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Not income. but retirement distributions. when do they get added to the forms for a spouse?

xmasbaby0

Employee

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for. You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income. Then look for your spouse’s name there.

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