- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Filing joint married-My husband received a 1099-R & SSA-1099, but it asks if I received these, where do I indicate it's y husband who did?
Topics:
posted
June 4, 2019
4:07 PM
last updated
June 04, 2019
4:07 PM
1 Reply
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Filing joint married-My husband received a 1099-R & SSA-1099, but it asks if I received these, where do I indicate it's y husband who did?
When you enter your 1099-R on the "Tell Us Which 1099-R You Have" screen you should be able to select whom the form belongs to (see picture). When entering the SSA-1099 you will enter the income in the row under your husband's name (see picture).
To enter the 1099-R:
- Login to your TurboTax Account
- Click "Take Me To My Return"
- Click "Federal" from the left side of your screen
- Scroll down to “Retirement Plans and Social Security” and click “Show more”
- Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and select your husband's name.
- Click "Continue" and enter the information from your 1099-R
To enter SSA-1099:
- Login to your TurboTax Account
- Click "Take Me To My Return"
- Click "Federal" from the left side of your screen
- Scroll down to “Retirement Plans and Social Security” and click on “Show more”
- Scroll down and click "Start" next to "Social Security (SSA-1099, RRB-1099)"
- Answer “Yes” to “Did you receive any Social Security benefits?”
- Select “Social Security benefits (Form SSA-1099)” and enter the amounts under your husband's name.
June 4, 2019
4:07 PM
Still have questions?
Make a post