DanaB27
Expert Alumni

Retirement tax questions

Can you please verify that you marked the Form 1099-Rs correctly for your spouse and yourself on the "Who does this 1099-R belong to?" screen during the federal interview?

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Verify the entry on the "Who does this 1099-R belong to?" screen
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"