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012478
Returning Member

Duel Retirement Incomes

I'm entering my husband's retirement income, how do I enter my retirement income since we are filing jointly? 

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3 Replies

Duel Retirement Incomes

On the same screen for selecting the type of Form 1099-R that is being reported are selections for indicating who the form belongs to when filing a joint tax return.

012478
Returning Member

Duel Retirement Incomes

I entered my husband's information and it directs us to the end of the form. I don't see how to go back and enter my information? How do I go back and enter my information?

Duel Retirement Incomes


@012478 wrote:

I entered my husband's information and it directs us to the end of the form. I don't see how to go back and enter my information? How do I go back and enter my information?


Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

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