3607097
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

HondersSr
New Member

how do I edit the name on a 1099-R in TurboTax?

1099-R from insitution has my spous's name and SS#. 1099-R in TurboTax has my name and ss#. TT won't let me change names, I can't seem to back up either.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
AmyC
Expert Alumni

how do I edit the name on a 1099-R in TurboTax?

A couple of possibilities. Let's try one and if it doesn't work, we will try the next.

1.  Go back to your federal income, edit the 1099-R.

The next question is verify the owner, select the correct owner, continue.

 

If this does not work,  something odd is happening with your return. You will need to  follow these steps:

Online version:

  1. Delete the form 1099-R, see How to Delete  
  2. Log out of your return and try one or more of the following:
    • Don't use Internet Explorer.
    • Clear cache and cookies,
    • Sign in using a different browser.
    • Sign in using a different device.
  3. Log back into your return.
    • Enter the information again. Carefully choosing the owner.

Desktop version: 

  1. Delete the form 1099-R.
  2. Save your return while closing the program.
  3. Update the program
  4. Open
  5. Enter the information again.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question