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Retirement tax questions
If you wife's distribution came from an IRA then please make sure you check the IRA/SEP/SIMPLE box when you enter your Form 1099-R:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
That should fix the the issue and put it on line 4. If your wife's Form 1099-R hasn't the IRA/SEP/SIMPLE box checked and it is from a non IRA account then line 5 would be correct.
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March 26, 2022
12:27 PM