Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
leonfolsom
New Member

1099-R Reporting

The 1099-R downloaded in my spouse's name. I went to "forms" and changed it to my name and my social security number showed up on the form. But when I went back to "step-by-step" the information was still in my spouse's name and SSN. How do I change this?

2 Replies
ColeenD3
Expert Alumni

1099-R Reporting

Delete the form and type it in by hand.

 

To Delete a Form

Open your return in TurboTax. 

In the left side bar, select Tax ToolsTools.

In the pop-up window Tool Center, choose Delete a form.

Select Delete next to the form/schedule/worksheet and follow the onscreen instructions

 

 

dmertz
Level 15

1099-R Reporting

Edit the Form 1099-R in step-by-step mode and on the next page indicate the individual to whom the Form 1099-R belongs.

Dynamic AdsDynamic Ads
Privacy Settings
v