PT768
Returning Member

1099-R issue in joint return

I have TurboTax premier. I am filing a joint return.

In the 1099-R section, after all the forms are entered, TurboTax asked the question "Did XXX Miss a Required Distribution From Any Retirement Accounts?" to the primary tax payer. In this case the answer is "None ..".  However, the same question was NOT posted to the spouse who also has 1099-R's. In our case, the spouse has two IRA accounts but make all required distributions for both accounts from one. So the other account does not have a 1099-R.

The description says that TurboTax needs to collect information about qualified accounts that have RMD but no distributions.