I check the wrong owner box on an 1099-R I checked my name instead of my wife's.Returns have been transmitted and accepted. This is for year 2018.How do I fix this?

[krentrop]

How do I fix this? we file jointly.

I corrected in turbo tax and the numbers did not change.

[Critter · Accepted solution]

There is nothing to fix since it has no effect on an income tax return. 

[macuser_22]

That is not necessary true if the 1099-R had a penalty or required an associated 8606 form to be filed.  The penalty (5329 form) and 8606 form must be in the spouses name that the 1099-R belongs to, and would require amending to correct.  That might not change the tax, but can affect IRS records,  future tax returns, and carry forward amounts.

[krentrop]

This 1099-R was from Teacher retirement system distribution code 7 I did not receive forms 5329 or 8606.

[krentrop]

Also I went back into TurboTax and made the correction and the numbers did not change.

[macuser_22]

I would not worry about ti then.   If the IRS ever sends a letter (doubtful) then a simple phone call should clear it up.

[Critter]

The IRS doesn't get the HIS/HERS designators in the efiled return ... those are just used by the program to prompt the need for the 5329 or 8606 as mentioned above.

[macuser_22]

They do if there was any box 4 Federal tax withheld.  They get the exact copy of what was entered on the 1099-R screen including the taxpayers name (the same as if the physical 1099-R form was attached to a paper mailed tax return).  The federal tax withholding must match what is in the taxpayers (SSN and name on the 1099-R form) withholding account.