Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 1, 2019 11:21:48 AM

Filing a joint federal tax return.My spouse has 1099R forms.When I put them in it thinks it's diane???

0 2 839
1 Best answer
Level 15
Jun 1, 2019 11:21:49 AM

Here's a screen shot.  Hope it's not too light

2 Replies
Level 15
Jun 1, 2019 11:21:49 AM

Here's a screen shot.  Hope it's not too light

Expert Alumni
Jun 11, 2019 9:07:03 AM

At the beginning of the Form 1099-R entry section, there is a screen where you indicate who owns the 1099-R.  See the screenshot below).  You can return to the "IRA, 401(k), Pension Plan Withdrawals (1099-R)" section and change the owner.