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How do I enter my spouse's 1099-R information?

1 Reply
Level 15

How do I enter my spouse's 1099-R information?

The same way as yours (if you got one).  You pick the person on the first enter screen.

You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.

Enter a 1099R under
Federal Taxes Tab
Wages & Income

Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update

Pick the right kind of 1099R you have and on the same screen be sure to pick which person it is for if you are filing a Joint return.

After you enter the 1099R be sure to answer all the follow up questions on the next screens to determine how much is taxable or not. Go all the way to the end of the section. You have to enter it from the 1099R because there are codes on it you need to enter properly.

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