I need to file 1099R forms for both myself and my wife on our joint return. Unfortunately, Turbotax immediately puts my name on both 1099R forms.

[MinhT · Accepted solution]

You can edit the form 1099-R that you have entered and verify the owner of each form 1099-R. You can change the owner if necessary.

Open your tax return and follow these steps:

• Click on Federal Taxes, then on Wages and Income
• Locate the section IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit/Add next to it
• On the next page, click on Edit next to the form 1099-R you want to verify (see screenshot 1)
• The next page lets you verify or change the owner of that form 1099-R (see screenshot 2)