JohnB5677
Expert Alumni

Retirement tax questions

Please clarify your question.

Unfortunately, we can't see your tax return to to evaluate your problem.   I'll have to ask you a couple of questions.

 

There are two questions:

 

1)  Why was my wife's 1099 filed, but not mine? Bothe Raymond James.

  • Did you post both of them in TurboTax?
  • Did you Import them?

2) Where do you get the information in the first place?

  • You should receive a form 1099-R for a retirement distribution, or
  • A 1099-B for stock transactions.
  • There are multiple 1099 forms.
  • You often can get them, or import them online.

Please contact us again with any additional questions or to provide some additional details.

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