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Retirement tax questions
If you are using the TurboTax desktop CD/Download editions, on the screen that asks you what type of Form 1099-R you have, there are selections to indicate who the form belongs to, by name when filing as Married Filing Jointly.
Back out of the 1099-R entry screen and go to the Form 1099-R selection screen.
March 30, 2023
3:17 PM