You can switch to the forms mode and view the "IRA Information Worksheet" that has the carryover 2019 information that is probably wrong now that you changed the "Taxpayers" name. The carry over "Taxpayer" information is for the spouse that was listed first in 2019 - now you made yourself "Taxpayer" for 2020.
Changing the name in the personal information section only changes the name on the 1099-R data entry screen. When entering a 1099-R on a joint return you must indicate which spouse the 1099-R is for. If the spouse you choose is the first named spouse in personal information the it goes under "Taxpayer",
The best and correct approach is to just start a new tax return and do not transfer 2019 data into it, but enter everything fresh. Simply changing the personal information name order can mess up lots of things
**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.**
