To credit the 1099-R to your name, you can follow
the steps listed below:
- Log
in to TurboTax Online, or open your TurboTax CD/Download program
- Click
Take me to my return
- Click
Federal Taxes
- Click
on Wages & Income
- Choose
Continue, and I'll choose what I will work on, if offered
- Locate
Retirement Plans and Social Security
- Then,
in that section find, IRA, 401(k), Pension Plan Withdrawals (1099-R) and
click Update/Revisit
- On
the next screen you will click to Edit the 1099-R that you need to change
- The
following screen will ask you to verify who the 1099-R belongs to.
- You
will click the circle beside of the name of the person that the 1099-R is
for. I have added a screenshot below for reference.
