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Get your taxes done using TurboTax
I found the answer by myself. I had been going to OPEN FORM, and it had the company name of the 1099-R issued to my wife. I clicked on it, and it made a copy of my wife's 1099-R. If I entered anything on it, it changed my wife's 1099-R. Anything I typed went instantly to my wife's 1099-R. It was just a duplicate of my wife's form.
The solution was to type in the name of the company manually (instead of selecting it from the list) and clicking CREATE. I got the new form that I needed.
‎February 18, 2024
1:36 PM