dmertz
Level 15

Retirement tax questions

As I described above, this suggests that you have not indicated that the Form 1099-R received by your wife is actually your wife's Form 1099-R.  Edit your wife's 1099-R form in TurboTax and make sure on the next page that you correctly verify the owner of the 1099-R.  Also make sure that the IRA/SEP/SIMPLE box on the Form 1099-R is marked to agree with the marking on the Form 1099-R.  Only an RMD reported with code 7 and the IRA/SEP/SIMPLE box marked gets reported on this Form 8606.