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February 26, 2020
Question

How do I report 1099 R distributions for both my husband and myself

  • February 26, 2020
  • 1 reply
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    1 reply

    macuser_22
    Employee
    February 26, 2020

    Enter them separately and choose which spouse it is for.

     

    Enter a 1099-R here:

    Federal Taxes,
    Wages & Income
    (I'll choose what I work on - if that screen comes up)
    Retirement Plans & Social Security,
    IRA, 401(k), Pension Plan Withdrawals (1099-R).

    OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

    Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
    Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

    [NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

     

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**