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How to add a 1099R for a spouse

 
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1 Reply
DallasM
New Member

How to add a 1099R for a spouse

Follow the instructions below for information pertaining to add a 1099R for your spouse:

"You will just add another 1099-R if you had already entered one for yourself.

To enter your 1099- R in TurboTax Online or Desktop, please follow these steps:

  1. Once you are in your tax return, click on the “Federal Taxes” tab ("Personal" tab in TurboTax Home & Business)
  2. Next click on “Wages and Income” ("Personal Income" in TurboTax Home & Business)
  3. Next click on "jump to full list" or “I’ll choose what I work on”
  4. Scroll down the screen until to come to the section “Retirement Plans and Social Security”
  5. Choose "show more", then IRA, 401(k),Pension Plans (1099-R) and follow the onscreen instructions
  6. Then select "Add another 1099-R" if one was already entered.
  7. One the next screen, make sure that you select "spouse".

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