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How do I add my spouse retirement/disability income

 
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1 Reply
TomK
Expert Alumni

How do I add my spouse retirement/disability income

To enter your spouse's pension and annuity payments (1099-R):

  1. Log into your account and continue (if not already there).
  2. Click on Federal Taxes.
  3. Click on Wages and Income.
  4. Click on I'll choose what I work on (if shown).
  5. Scroll down to Retirement Plans and Social Security.
  6. Click on down arrow to Show more (if it does not already show a list).
  7. On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the Start or update button.
  8. Answer the Step-by-step instructions.

To enter your spouse's Social Security benefits reported on form SSA-1099:

  1. Log into your account and continue (if not already there).
  2. Click on Federal Taxes.
  3. Click on Wages and Income.
  4. Click on I'll choose what I work on (if shown).
  5. Scroll down to Retirement Plans and Social Security.
  6. Click on down arrow to Show more (if it does not already show a list).
  7. On Social Security (SSA-1099, RRB-1099), click the Start or update button.
  8. Answer the Step-by-step instructions.
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