filling maried jointly I do not see an option to add my wife's 1099_R info

[DoninGA · Accepted solution]

Before you start entering the Form 1099-R there is a screen asking you who the form belong to, by Name.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

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

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

[JohnB5677 · Accepted solution]

There is a screen to select the individual that the 1099-R is for.

First confirm that your wife is listed in MY INFO.

1. Select Wages & Income
2. Scroll down and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
3. The screen should show Here's your 1099-R info
4. At the bottom of the page click on [+ Add another 1099-R]
5. You'll see Let's import your tax info
6. Scroll to the bottom and select [Change how I enter my form]
7. How would you like to upload your 1099-R?
8. Say to [Type it myself]
9. Who does this 1099-R belong to?
10. This is where you can choose the individual the 1099-R belongs to.