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New Member
posted Jun 1, 2019 1:29:41 AM

We recieved a 1099-R in both of our names. Turbo tax will not allow me to select both or names

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1 Best answer
Alumni
Jun 1, 2019 1:29:43 AM

Use the name that the SSN on the document belongs to.

2 Replies
Level 15
Jun 1, 2019 1:29:42 AM

What type of account?
What code is in box 7?

Alumni
Jun 1, 2019 1:29:43 AM

Use the name that the SSN on the document belongs to.