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liripe3
New Member

I am ready to file each form 1099-r

show each form 1099-r for each my wife and myself
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2 Replies

I am ready to file each form 1099-r

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

On the screen where you enter the 1099R there will be spots with each of your names.  Enter them according to whose name is on the 1099R.  The questions on the screen will also ask you so you will answer if the 1099R was for you or your spouse.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
MinhT1
Expert Alumni

I am ready to file each form 1099-r

When entering each form 1099-R, there is a page titled Who does this 1099-R belongs to?. Please make sure that you click on the first name of the spouse the 1099-R belongs to.

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