Filing a joint federal tax return.My spouse has 1099R forms.When I put them in it thinks it's diane???
02839
1 Best answer
VolvoGirl
Level 15
Jun 1, 2019 11:21:49 AM
Here's a screen shot. Hope it's not too light
2 Replies
VolvoGirl
Level 15
Jun 1, 2019 11:21:49 AM
Here's a screen shot. Hope it's not too light
DDollar
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.