How do I enter separate 1099R info for my wife?........I mark the box indicate who it is but it's not taking it.....it deletes the original entry for me

wad-tom · ‎June 4, 2019

IreneS · ‎June 4, 2019

After entering the first 1099-R and going through the information screens that follow, you will be brought to the screen, Your 1099-R Entries..

Click on the link Add Another 1099-R.
Continue through the screens to add the information on the second 1099-R
On the Tell Us Which 1099-R You Have screen, be sure to mark that the 1099-R belongs to you or your wife.

[Edited | 4/10/2020 | 11:06am PDT]

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View solution in original post

Kat · ‎June 4, 2019

After you entered your 1099-R, did you select "Done" or "Done with this 1099-R"? Typically, that will save your first entry and allow you to "Add another 1099-R".

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

IreneS · ‎June 4, 2019

After entering the first 1099-R and going through the information screens that follow, you will be brought to the screen, Your 1099-R Entries..

Click on the link Add Another 1099-R.
Continue through the screens to add the information on the second 1099-R
On the Tell Us Which 1099-R You Have screen, be sure to mark that the 1099-R belongs to you or your wife.

[Edited | 4/10/2020 | 11:06am PDT]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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How do I enter separate 1099R info for my wife?........I mark the box indicate who it is but it's not taking it.....it deletes the original entry for me