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

[totemlake5]

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?

[macuser_22 · Accepted solution]

If filing jointly then you must select the spouse.

[totemlake5]

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

[macuser_22]

Glad to help.

[fiddlerjoe]

When I selected my wife and input info from her 1099-R, it overwrote what I had input from the 1099-R for my IRA.    I don't know if my Turbotax software has a problem or if there is a way to have the 1099-R Information for both spouses that I haven't figured out yet.

[Cynthiad66]

As long as you include both names in the Personal Info section, you will be asked whose form you wish to enter. If either of you has multiple forms, make sure that you completely enter all the first person's 1099s and finalize it before you begin to enter the second person's.

Here is how to add your spouse's personal information to the return.

1. Log into your account
2. continue where you left off
3. In the left panel click on My Info
4. review your information then continue
5. verify your marital status
6. review or enter information for your wife

Your wife's information must be showing accurately so that you can enter a form 1099-R for her.

Now follow these steps to enter a Form 1099-R for her

Here is how to add a 1099-R for your wife:

Log in to your return then continue where you left off.

1. In the left tab choose the Federal dropdown
2. Follow the prompts and answer the questions that are for both of you on the types of income received.
3. A list of types of income will popup, choose add more
4. Scroll down to Retirement Plans
5. Edit Retirement Plans
6. Did you receive Form 1099-R: yes
7. Then it asks who received the 1099R choose your Wife.  See Example below

The steps you followed should lead you to enter Form 1099-R for your wife.

You'll get a 1099-R if you receive $10 or more from a retirement plan. You can add up to 20 1099-Rs in TurboTax.

 @fiddlerjoe

[Edited 2/5/2024 | 12:59PM PST]

[fiddlerjoe]

Worked fine when I did it right!   Many thanks 🙂