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Level 2

Question

1099R Data Entry Question

9 replies
71 views

Both my wife and I have withdr4awals from our individual IRA accounts during 2021. My wife was not yet 70 1/2 during 2021. I was 75 during 2021. I entered my 1099R data into TurboTax, answered all questions, etc. My withdrawal was in line with my RMD. I then selected my wife's name, then entered her info. However, TurboTax only saved her info, not mine. I tried again. After re-entering mine and saving it, the tax form showed my info as saved. When I then entered her data, it again overlayed my data. Why won't the system let me enter the two 1099R forms?

grantkille5211Author

Level 2

Please ignore this question. I have discovered my error. Thank you!

Level 15

What was the error? It may help someone else. Ive seen other questions saying that happens.

Level 15

It sounds like you may have forgotten to mark T or S, is that what the error was?

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