turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

dbridge
New Member

Defined retirement benefit plans and 1099r periodic paymentsquestion turbotax is assigning a 1099-r to the wrong spouse. How do I enter the recipients name?

Where do I enter the recipient's name for a 1099-r?


Turbotax shows "Enter XXXX's 1099-r" where xxx is my name, not my spouse's

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
Coleen3
Intuit Alumni

Defined retirement benefit plans and 1099r periodic paymentsquestion turbotax is assigning a 1099-r to the wrong spouse. How do I enter the recipients name?

Delete your entry. If at the beginning, you included both names and indicated that you were filing jointly, the entry point gives you the option of choosing who the form belongs to. See the screen shot below.

Here are the steps for deleting unwanted forms in TurboTax Online:

Open your return in TurboTax. (To do this, sign in to TurboTax, and select the Take me to my return button.)

In the left side bar, select Tax Tools> Tools.

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

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

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies