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New Member
posted Jun 3, 2019 4:29:14 PM

How do I change my 1099-R entry from me to my wife, or do I need to re enter it?

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1 Replies
Level 15
Jun 3, 2019 4:29:15 PM

Delete the form and re-enter.

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 same screen for selecting the type of Form 1099-R that is being reported are selections for indicating who the form belongs to when filing a joint tax return.  See screenshot