JotikaT2
Employee Tax Expert

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When you entered your 1099-R information, you should have been prompted to answer Who does this 1099-R belong to?

 

1099-R owner

 

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.

 

1099-R assignment

 

The input would be under the Federal income section as follows: 

  1. Select Income & Expenses 
  2. Scroll down to All Income 
  3. Select show more to the right of Retirement Plans & Social Security 
  4. Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) 
  5. 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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