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How do I enter two separate IRA's for me and spouse?

When I enter spouse's data, it erases mine and vice versa.
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2 Replies
MinhT1
Employee Tax Expert

How do I enter two separate IRA's for me and spouse?

After entering the first form 1099-R, continue until you arrive at a page titled Review your 1099-R Summary. Click on + Add another 1099-R. Then on the page titled Who does this 1099-R belongs to?, make sure you choose the correct spouse.

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How do I enter two separate IRA's for me and spouse?

In the IRA contribution section, there are many screens asking you about the IRA contribution for both you and your spouse, paying particular attention to the name indicated on each screen.  Go back and review all of your answers.

 

I just entered IRA contributions for me and my spouse with no issues.

 

To enter, edit or delete an IRA contribution -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Retirement and Investments
On Traditional and Roth IRA Contributions, click the start or update button

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