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New Member
posted Jun 3, 2019 4:56:59 PM

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?

How do I fix this? we file jointly.

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

0 7 740
1 Best answer
Level 15
Jun 3, 2019 4:57:00 PM

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

7 Replies
Level 15
Jun 3, 2019 4:57:00 PM

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

Level 15
Jun 3, 2019 4:57:02 PM

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.

New Member
Jun 3, 2019 4:57:04 PM

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

New Member
Jun 3, 2019 4:57:05 PM

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

Level 15
Jun 3, 2019 4:57:07 PM

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

Level 15
Jun 3, 2019 4:57:08 PM

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.

Level 15
Jun 3, 2019 4:57:10 PM

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.