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March 9, 2025
Question

How do I add spouse's retirement income - I haven't been asked to upload his W-2

  • March 9, 2025
  • 2 replies
  • 0 views
I appear to be ready to file yet I haven't been allowed or even prompted to upload my spouse's retirement info.

2 replies

Employee
March 9, 2025

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
KrisD15
March 9, 2025

Please go back to the income section you need (retirement or wages) and enter the form (1099-R or W-2) 

 

Click Tax Home on the left side bar

Select FEDERAL if needed

Select Wages & Income on the center screen

Click "Review and Edit"

Click "Add/Edit" for the item you need to add 

or

Select "Add more income" to add something new

 

@leup 

 

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