You'll need to sign in or create an account to connect with an expert.
First of my info tab make sure you have the correct date of birth for him then in the 1099 entry section please make sure you've indicated it's his 1099 -R and not yours.
Thank you for the information. I confirmed and re-entered his date of birth and verified that the 1099-R is for him and I am still receiving the following message:
If you are under age 59½, make sure that you have tagged the 1099-R in TurboTax as being his 1099-R and not yours. (This is likely the issue.)
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
Quenton
New Member
coolcarn1sam
Level 3
blairtaxes86
New Member
ualdriver
Level 3
srfrgyrl
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.