How can I prevent the program from switching between spouses when entering data for one 1099-R?

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macuser_22Answer

Alumni - Champ

On a joint return you choose the spouse.

**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.**

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dmcolombelAuthor

Level 2

Thanks for the screen shot. I used it to enter data for my spouse, but it reverted back to me before I finished all of the questions.

macuser_22

Alumni - Champ

How would you know that since it only shows for a new 1099-R or when you edit an existing 1099-R. When entering the data, the top of the data entry screen shows the spouse that the 1099-R is for.

**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.**

dmcolombelAuthor

Level 2

On one screen it asks - Is this the first year person X began receiving these distributions - and on the next screen is asks - For the years person Y received these distributions was the amount shown the taxable amount. Both questions should have named person X.

macuser_22

Alumni - Champ

I cannot reproduce that. I can only suggest deleting the 1099-R's and re-enter. Sometimes things get hung and the only way to reset is to delete.

**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.**

dmcolombelAuthor

Level 2

Thanks - I’ll try that.

macuser_22

Answer

Alumni - Champ

On a joint return you choose the spouse.

**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.**