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nandawn
New Member

How can I change the name under which TT has attributed pension income? (It's under my name, instead of my spouse -- it's their pension.

 
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Accepted Solutions
IreneS
Intuit Alumni

How can I change the name under which TT has attributed pension income? (It's under my name, instead of my spouse -- it's their pension.

To change the name under which a 1099-R was entered, please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click Edit next to the 1099-R you wish to change.
  4. On the next screen, Verify the Owner of This 1099-R, mark the radio button next to your spouse's name. 
  5. Click Continue.



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2 Replies
IreneS
Intuit Alumni

How can I change the name under which TT has attributed pension income? (It's under my name, instead of my spouse -- it's their pension.

To change the name under which a 1099-R was entered, please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click Edit next to the 1099-R you wish to change.
  4. On the next screen, Verify the Owner of This 1099-R, mark the radio button next to your spouse's name. 
  5. Click Continue.



**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
nandawn
New Member

How can I change the name under which TT has attributed pension income? (It's under my name, instead of my spouse -- it's their pension.

Thanks!
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