Retirement tax questions

SharonD007 · ‎April 15, 2025

You will enter your spouse's 1099-R under Retirement Plans of the Wages & Income Section. When you add the 1099-R, TurboTax will ask you Who does the 1099-R belong to when you are Married Filing Jointly.

Select Federal
Select Wages & Income
Scroll down to Retirement Plans and Social Security
Select Start or Update by IRA, 401(k), Pension Plan Withdrawals (1099-R)
Answer the interview questions to enter the 1099-R
When you get to the screen below, you will see your name and your spouse's so you can select who the 1099-R belongs to.

Refer to the TurboTax Help article Where do I enter my 1099-R?

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