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1099-R Reporting
The 1099-R downloaded in my spouse's name. I went to "forms" and changed it to my name and my social security number showed up on the form. But when I went back to "step-by-step" the information was still in my spouse's name and SSN. How do I change this?
April 13, 2020
2:05 PM
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Retirement tax questions
Delete the form and type it in by hand.
To Delete a Form
Open your return in TurboTax.
In the left side bar, select Tax Tools> Tools.
In the pop-up window Tool Center, choose Delete a form.
Select Delete next to the form/schedule/worksheet and follow the onscreen instructions
April 13, 2020
2:24 PM
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Retirement tax questions
Edit the Form 1099-R in step-by-step mode and on the next page indicate the individual to whom the Form 1099-R belongs.
April 13, 2020
2:56 PM