The TurboTax 1099-R screen is NOT an actual 1099-R - it is simply a data entry screen that looks like a 1099-R. The name information comes form the name entered in the personal information section for the taxpayer and spouse. Changing the person information name will change the name wherever it was used. Historic data in the worksheets go by the first listed taxpayer and second listed spouse so simply changing personal information will apply historical data to the incorrect person.
That is why TurboTax says not to do that, but start a new account or new tax return and not to transfer last years data. Spousal order cannot be changed.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
