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New Member
posted Feb 10, 2022 9:54:34 AM

1099R

My husband passed away on Jan 3 2021.  I received a 1099 for him and me from OPM. Turbotax won't allow me to inter info from both 1099's. When I enter the second one, the total for the two is only the total for the last one I enter.

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1 Replies
Expert Alumni
Feb 10, 2022 10:49:00 AM

Please review the form(s) 1099-R you have entered.

 

When entering each form 1099-R, there is a page titled Who does this 1099-R belongs to?. You must click on the first name of the spouse the 1099-R belongs to.


 

I'm sorry for your loss.