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My wife and I are both federal retirees. When I enter my wife's 1099R, it treats it like a rollover, which it isn't. How do I fix this?
When I entered my 1099R, turbotax treated it like a monthly annuity, which it is. My wife's 1099R is no different than mine, but it keeps treating it like a rollover. She gets a monthly annuity, she did not rollover any of it. TurboTax ask different questions of her 1099R than my 1099R. They should both be similar . I triple checked the entries to make sure they are correct, which they are.
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‎June 4, 2019
12:00 PM