You can edit the form 1099-R that you have entered and verify the owner of each form 1099-R. You can change the owner if necessary.Open your tax return and follow these steps:Click on Federal Taxes, then on Wages and IncomeLocate the section IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit/Add next to itOn the next page, click on Edit next to the form 1099-R you want to verify (see screenshot 1)The next page lets you verify or change the owner of that form 1099-R (see screenshot 2)

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I need to file 1099R forms for both myself and my wife on our joint return. Unfortunately, Turbotax immediately puts my name on both 1099R forms.

Forum|Forum|7 years ago
June 6, 2019
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Best answer by MinhT1

You can edit the form 1099-R that you have entered and verify the owner of each form 1099-R. You can change the owner if necessary.

Open your tax return and follow these steps:

Click on Federal Taxes, then on Wages and Income
Locate the section IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit/Add next to it
On the next page, click on Edit next to the form 1099-R you want to verify (see screenshot 1)
The next page lets you verify or change the owner of that form 1099-R (see screenshot 2)

M

MinhT1Answer

You can edit the form 1099-R that you have entered and verify the owner of each form 1099-R. You can change the owner if necessary.

Open your tax return and follow these steps:

Click on Federal Taxes, then on Wages and Income
Locate the section IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit/Add next to it
On the next page, click on Edit next to the form 1099-R you want to verify (see screenshot 1)
The next page lets you verify or change the owner of that form 1099-R (see screenshot 2)