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Get your taxes done using TurboTax
Yes, you can indicate who the 1099-R belongs to in that section. Go to Income > Retirement Plans and Social Security > IRA, 401K, Pension Plans and choose Update.
On the page 'Your 1099-R Entries' choose EDIT.
The next screen says 'Verify the Owner of this 1099-R' so you can change it to your name here.
It is best to have the correct info for your 1099's, since the IRS has a copy.
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March 14, 2025
3:52 PM
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