If your wife took a Roth IRA distribution then make sure you indicate that the Form 1099-R belongs to your wife on the "Verify the owner of this 1099-R". Click on "Search" on the top right and type “1099-R” Click on “Jump to 1099-R” On the "Review your 1099-R info" screen click "Edit" Verify that you selected the owner of the 1099-R.

Question

Turbotax is asking me about roth contributions and RMD's but the Roth account belongs to my wife. It doesn't seem to distinguish between the two of us whose income it is

Forum|Forum|2 years ago
April 12, 2024
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DanaB27

If your wife took a Roth IRA distribution then make sure you indicate that the Form 1099-R belongs to your wife on the "Verify the owner of this 1099-R".