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both my husband and I withdrew money from our individual 401K's, I added my 401K withdrawal but I don't see where to add my husbands?

both my husband and I withdrew money from our individual 401K's, I added my 401K withdrawal but I don't see where to add my husbands.
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2 Replies
SharonD007
Employee Tax Expert

both my husband and I withdrew money from our individual 401K's, I added my 401K withdrawal but I don't see where to add my husbands?

You will enter your spouse's 1099-R under Retirement Plans of the Wages & Income Section. When you add the 1099-R, TurboTax will ask you Who does the 1099-R belong to when you are Married Filing Jointly.

  1. Select Federal
  2. Select Wages & Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select Start or Update by IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Answer the interview questions to enter the 1099-R
  6. When you get to the screen below, you will see your name and your spouse's so you can select who the 1099-R belongs to.

 

 

 

Refer to the TurboTax Help article  Where do I enter my 1099-R?

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both my husband and I withdrew money from our individual 401K's, I added my 401K withdrawal but I don't see where to add my husbands?

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.

 

You will go to the same screen you used when you entered your own 1099R and click Add 1099R and then watch for your spouse's name to enter his.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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