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New Member
posted Mar 9, 2025 7:26:53 AM

How do I add spouse's retirement income - I haven't been asked to upload his W-2

I appear to be ready to file yet I haven't been allowed or even prompted to upload my spouse's retirement info.

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2 Replies
Level 15
Mar 9, 2025 7:32:16 AM

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income.

Expert Alumni
Mar 9, 2025 7:33:22 AM

Please go back to the income section you need (retirement or wages) and enter the form (1099-R or W-2) 

 

Click Tax Home on the left side bar

Select FEDERAL if needed

Select Wages & Income on the center screen

Click "Review and Edit"

Click "Add/Edit" for the item you need to add 

or

Select "Add more income" to add something new

 

@leup