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New Member
posted Jun 1, 2019 8:53:03 AM

How do I change My wife's teacher's retirement 1099-R from my name (Charles) to her name (Lois) ?

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1 Replies
Expert Alumni
Jun 1, 2019 8:53:05 AM

If your wife's 1099-R is listed as yours, then delete it and reenter it under her name. 

When you enter a form 1099-R, make sure to say to which spouse the 1099-R belongs (see attached screenshot).