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B
bkoscinski
February 16, 2025
Question

WHERE DO I ADD MY WIFE'S 1099-r

  • February 16, 2025
  • 1 reply
  • 0 views
WHERE DO I PUT IN THE 1099-R INFOMATION

    1 reply

    SharonD007
    SharonD007
    February 16, 2025

    You will enter your spouse's 1099-R under Retirement Plans in the Wages & Income Section. When you add the 1099-R, TurboTax will ask you Who does the 1099-R belong to when you file Married Filing Jointly.

    1. Select Federal
    2. Select Wages & Income
    3. Scroll down to Retirement Plans and Social Security
    4. Select Start or Update by IRA, 401(k), Pension Plan Withdrawals (1099-R)
    5. Answer the interview questions to enter the 1099-R
    6. When you get to the screen below, you will see your name and your spouse's so you can select who the 1099-R belongs to.

     

     

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