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Level 1
June 1, 2019
Solved

Where do I enter my wife's IRA withdrawal? I've entered mine, but it doesn't allow aa 2nd entry.

  • June 1, 2019
  • 1 reply
  • 21 views
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Best answer by Irene2805

You and your wife should each receive a 1099-R reporting the withdrawals.

To enter the information from your wife's 1099-R in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Wages & Income  [In TT Self-Employed:  Personal > Personal Income].
  2. 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).  [See Screenshot #1, below.]
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R[Screenshot #2]
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box[Screenshot #3]
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.


1 reply

Irene2805Answer
Level 15
June 1, 2019

You and your wife should each receive a 1099-R reporting the withdrawals.

To enter the information from your wife's 1099-R in TurboTax, please follow these steps:

  1. Click on Federal Taxes > Wages & Income  [In TT Self-Employed:  Personal > Personal Income].
  2. 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).  [See Screenshot #1, below.]
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R[Screenshot #2]
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box[Screenshot #3]
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.