To change the name under which a 1099-R was entered, please follow these steps:
- Click on Federal > Wages
& Income.
- Scroll down to the Retirement
Plans and Social Security section and click on the Start/Revisit box
next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).
- If you've already entered one (or
more) 1099-Rs, you will see a screen Your 1099-R Entries. Click Edit next to the 1099-R you wish to change.
- On the next screen, Verify the Owner of This 1099-R, mark the radio button next to your spouse's name.
- Click Continue.
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