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March 22, 2025
Question

how do i enter my wife's 1099R information. social security 1099R entries can be done on same screen. it seems that 1099R 401R does not.

  • March 22, 2025
  • 1 reply
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can i enter my wife's 1099R retirement pension separate from mine?

1 reply

VolvoGirl
Employee
March 22, 2025

Yes.  Just enter another 1099R.  It will ask who it is for.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start