DanaB27
Expert Alumni

Retirement tax questions

If your wife took a Roth IRA distribution then make sure you indicate that the Form 1099-R belongs to your wife on the "Verify the owner of this 1099-R". 

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. On the "Review your 1099-R info" screen click "Edit"
  4. Verify that you selected the owner of the 1099-R.
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