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M
mshipley1957
April 13, 2024
Question

Retirement distribution reporting on a joint return. Turbo tax lists only the primary person. 1099R. received separately. How do we enter properly?

  • April 13, 2024
  • 1 reply
  • 0 views
Turbo Tax specifically asks entry info on the primary person, dose not ask again for joint filing return person for 1099R details for separate disbursement.

1 reply

D
DianeW777
April 13, 2024

You can select the correct spouse on a joint return. When you enter your 1099-R for your spouse you can select which spouse it belongs to. You will be asked Who does this 1099-R belong to?

                                                 

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