DanaB27
Expert Alumni

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:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. 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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