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totemlake5
New Member

How do we modify distribution entries to allow wife's 1099-R to be entered?

2018 Married Filing Jointly.  In 2018 , husband employed, wife is not. In 2018, wife moved Rollover IRA from "X" to "Y" and received 1099-R (box 2a: Zero taxable amount) from "X". When we try to input wife's 1099-R, Turbotax asks only about husband's 1099-R and we cannot input wife's 1099-R. How do we resolve this problem?

1 Best answer

Accepted Solutions
macuser_22
Level 15

How do we modify distribution entries to allow wife's 1099-R to be entered?

If filing jointly then you must select the spouse.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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3 Replies
macuser_22
Level 15

How do we modify distribution entries to allow wife's 1099-R to be entered?

If filing jointly then you must select the spouse.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
totemlake5
New Member

How do we modify distribution entries to allow wife's 1099-R to be entered?

Ah-ha - thx for the swift answer - your recommendation solved the problem.
macuser_22
Level 15

How do we modify distribution entries to allow wife's 1099-R to be entered?

Glad to help.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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