MarilynG1
Expert Alumni

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.

 

@dlf1018 

 

 

 

 

 

 

 

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