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posted Feb 22, 2025 2:07:31 PM

If filing jointly, and both have a 1099R from the same Payer, how to get system to allow separate entries for each individual?

Filing joint with 2 1099R from same payer. How to enter both for each with different amounts?

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1 Replies
Level 15
Feb 22, 2025 2:09:53 PM

When you are filing as Married Filing Jointly, the Form 1099-R section there is a screen that specifically asks who the form belongs to, by Name.  Select the name of the owner and continue.

 

You will not have an issue since the Form 1099's being entered will have different Social Security numbers on the form.