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February 14, 2021
Question

Teachers retirement belongs to Patricia Thomas

  • February 14, 2021
  • 1 reply
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Change receipent to Patricia M. Thomas for Teachers retirement

1 reply

Employee
February 14, 2021

No one can change anything on your tax return for you.    If you entered the teacher's retirement 1099R under the wrong name you are the one who must make the correction.   Did you e-file already?  

 

When you prepare a joint return, each income screen will have spots for each spouse's name so that you can enter it under the right name.   You have to watch those screens and use the correct name.

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