KathrynG3
Expert Alumni

Retirement tax questions

It depends. If you received Forms 1099-R for each of you, then enter each of them. The plan administrator should have split the distribution between both Forms 1099-R to equal the total annual distribution. If this is in error, it would be best to request corrected Forms 1099-R as soon as possible.

 

For more information, see this article: Where do I enter my 1099-R?

 

@Anonymous