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Retirement tax questions
Do you not see the screen I posted (or a similar screen)? The selection only applies to the current 1099-R and must be selected for each 1099-R entered. It will always revert to the default (the first taxpayer on the tax return) between 1099-R's. You can edit the 1099-R to verify which spouse that it was assigned to.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
4:21 PM