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New Member
posted Jun 6, 2019 11:06:51 AM

My turboTax deluxe offers only a place to enter one 1099R set of data. How can I enter the data for my wife, also?

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Level 5
Jun 6, 2019 11:06:52 AM

When entering your 1099-R, you will see a place to choose who the 1099-R is for (see screen shot attached)

This may be on or about the 2nd or 3rd screen once you get to the 1099 R section. You will need to answer all questions related to that 1099-R before going to add another

Here's how to enter your 1099-R in TurboTax:
  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then select the "Jump to" link in the search results.
  3. Answer Yes on the Your 1099-R screen, then click or tap Continue.
    • If you land on the Your 1099-R Entries screen instead, click or tap Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the onscreen instructions.