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February 24, 2021
Question

How can I get the Retirement plan withdrawals to post for both me and my husband; It will only take information for one of us and we need for both?

  • February 24, 2021
  • 1 reply
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1 reply

KathrynG3
February 24, 2021

There should be separate Forms 1099-R for each of your retirement plan withdrawals. Enter them one at a time in the Retirement Plans and Social Security section. 

 

To get there in TurboTax, type 1099-R in the search box and click the Jump to link in the search results.

 

Then, click Add another 1099-R and continue through the prompts. You will be asked Who does this 1099-R belong to? during this process.

 

For more information, see: Where do I enter my 1099-R?