DanaB27
Expert Alumni

Retirement tax questions

Please verify, that your wife has her Form 1099-R assigned to her. Also, make sure her IRA/SEP/SIMPLE box is checked in Form 1099-R her entry.

Go back to the retirement section:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R” and review the Form 1099-R entries.
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