- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The Form 1099-R has the recipients name and the recipients Social Security number. If one is for you and the other is for your spouse, you should be entering these based on the name on the 1099-R. You are asked who the form belongs to before you get to the 1099-R input screen.
‎February 26, 2025
11:00 AM