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February 7, 2025
Question

My husband and I have our own individual 1099-R forms. It appears Turbo Tax only picks up my husbands and doesn't want to load mine. How to handle this?

  • February 7, 2025
  • 1 reply
  • 0 views
I downloaded my 1099-R and tried to upload but when done TurboTax shows my husbands and ask if I want to make changes.

    1 reply

    DoninGA
    Employee
    February 7, 2025

    Delete the Form 1099-R and re-enter manually.  When entering the 1099-R the program will ask who the form belongs to by name.

    lnivinAuthor
    February 7, 2025

    Thank you!