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  • Re: Both my wife and I have 1099R forms for IRAs from a participating financial firm. How do I upload the 1099Rs, first using my userid/pwd, and then my wife's userid/pwd?
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Critter-3
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Retirement tax questions

I have never done it  but  the program should walk you thru it ... however I HIGHLY recommend you simply enter the 1099-R forms manually.   https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

‎March 29, 2021 9:45 AM
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