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Level 1
October 13, 2019
Question

I have a 1099-R to enter for my husband on our joint return. But it keeps saying enter Elizabeth's 1099-R. I need it to say my husbands name. How do I change this?

  • October 13, 2019
  • 3 replies
  • 21 views
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3 replies

DoninGA
Level 15
Level 15
October 13, 2019

On the same screen for selecting the type of Form 1099-R that is being reported are selections for indicating who the form belongs to when filing a joint tax return. See screenshot

 

VolvoGirl
Level 15
October 13, 2019

Start the 1099R over.  Do you get this screen?

 

Level 15
October 13, 2019

You can also just edit the existing 1099-R entry and respond accordingly when TurboTax asks you to Verify the Owner of This 1099-R.