Dfsr
New Member

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After I added my 1099-R’s, I then added my wife’s 1099-R under my name. Then I switched to the FORM VIEW and found the 1099 forms. I found my wife’s form (Which was under my name), then clicked the box stating it was my spouse’s form. It then switched the name and SSN! I then clicked the box not to use it next year because we won’t be pulling money out of that IRA next year.