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Get your taxes done using TurboTax
When you entered your 1099-R information, you should have been prompted to answer Who does this 1099-R belong to?
Go back to the following section to determine if each 1099-R was classified to the correct person. If you determine both were assigned to only one of you, delete that form and add a new one to make sure they are properly reported for each of you.
The input would be under the Federal income section as follows:
- Select Income & Expenses
- Scroll down to All Income
- Select show more to the right of Retirement Plans & Social Security
- Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
- To enter additional 1099-R forms, simply select +Add Another 1099-R. To delete, simply select Delete to the right of the applicable 1099-R form.
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‎April 6, 2021
9:15 AM