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New Member
posted Mar 9, 2025 11:49:12 AM

I need to add Robert's 1099-

Robert had a retirement income. How do I get back to him, so I can enter it?

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2 Replies
Level 15
Mar 9, 2025 11:52:52 AM

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.

 

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.

 

Expert Alumni
Mar 9, 2025 11:53:50 AM

Please clarify your question.

 

  • Are you and Robert married?
  • Does he have a separate tax return?
  • Did Robert have other retirement income or Social Security?

Please contact us again to provide some additional details.