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April 14, 2021
Question

How do I add a 1099-R amount for the wife here?

  • April 14, 2021
  • 1 reply
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Can I manually add the wife"s 1099-R amount?

1 reply

VolvoGirl
Employee
April 14, 2021

The same way as yours but on the first screen you pick the person.  

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.

 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself