274845
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

thenrich
New Member

I'm trying to enter a 1099r for the spouse but the software reverts me to the husband and won't let me proceed. How do I get out of this loop?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

I'm trying to enter a 1099r for the spouse but the software reverts me to the husband and won't let me proceed. How do I get out of this loop?

Hello -

When entering retirement income for a 1099R - there is a screen titled" Verify the Owner of This 1099-R" , there is an option to select who's Form 1099-R belongs to. The screen defaults to the Taxpayer's copy.  On this screen you need to select your spouse name to enter a 1099R received by your spouse. 



View solution in original post

1 Reply

I'm trying to enter a 1099r for the spouse but the software reverts me to the husband and won't let me proceed. How do I get out of this loop?

Hello -

When entering retirement income for a 1099R - there is a screen titled" Verify the Owner of This 1099-R" , there is an option to select who's Form 1099-R belongs to. The screen defaults to the Taxpayer's copy.  On this screen you need to select your spouse name to enter a 1099R received by your spouse. 



Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question