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S
sail2camp
April 4, 2025
Question

Spouse 1099 not allocated to to Ohio income for joint filing credit

  • April 4, 2025
  • 1 reply
  • 0 views

My spouse received retirement income on here 1099.  Turbo tax did not allocate it on the joint aloc wks.  I had to override it in the forms to get the joint filing credit.

    1 reply

    M
    MAK70
    April 4, 2025

    You should check the original 1099-R entry- make sure you indicated that it was her 1099-R form.  

      S
      sail2campAuthor
      April 7, 2025

      I went back to the original 1099-R and saw that I failed to enter the taxable amount.  I corrected box 2 amount. So it is now correct.

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