You can select who's 1099-R you are entering on the "Tell us which 1099-R you have" screen. Next to "This Form 1099-R belong to" select the name.
- Login to your TurboTax
Account
- Click "Take Me To My
Return"
- Click "Federal"
from the left side of your screen
- Scroll down to “Retirement
Plans and Social Security” and click “Show more”
- Scroll down and click "Start" next
to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to
the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it
Myself"
- Choose "Form 1099-R,
Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and select the name next to "This Form 1099-R belongs to"
- Click "Continue" and
enter the information from your 1099-R
