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New Member
posted Mar 22, 2025 9:35:20 AM

how do i enter my wife's 1099R information. social security 1099R entries can be done on same screen. it seems that 1099R 401R does not.

can i enter my wife's 1099R retirement pension separate from mine?

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1 Replies
Level 15
Mar 22, 2025 9:37:33 AM

Yes.  Just enter another 1099R.  It will ask who it is for.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start