DavidD66
Expert Alumni

Retirement tax questions

I recommend you report it on your 2023 tax return as other income.  Do not file a return for your spouse to report it.  To report as Other Income in TurboTax:

 

  • Type "Other Income" in Search and hit Enter
  • Click on "Jump to other income"
  •  Answer "No" to "Did you get a 1099-MISC"
  • Continue through the interview till you get to "Less Common Income" and click on it.
  • Scroll to the bottom of the page and click on "Start" next to "Miscellaneous Income, ..."
  • Click on Start next to "Other reportable income"
  • Answer Yes to "Any Other Taxable Income?"
  • Give a description (e.g. Spouse's 1099-R) and enter the amount
  • The amount will be reported as "Other Income" on Schedule 1 of Form 1040 
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