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1099R Data Entry Question
Both my wife and I have withdr4awals from our individual IRA accounts during 2021. My wife was not yet 70 1/2 during 2021. I was 75 during 2021. I entered my 1099R data into TurboTax, answered all questions, etc. My withdrawal was in line with my RMD. I then selected my wife's name, then entered her info. However, TurboTax only saved her info, not mine. I tried again. After re-entering mine and saving it, the tax form showed my info as saved. When I then entered her data, it again overlayed my data. Why won't the system let me enter the two 1099R forms?
‎January 19, 2022
8:10 AM