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Level 1

Question

Need to go back to change name on 1099r

Forum|Forum|7 years ago
June 6, 2019
1 reply
0 views

it has my wife name not mine

TurboTax Deluxe Online

Level 15

Delete the Form 1099-R and then re-enter with the correct owner of the form

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the same screen for selecting the type of Form 1099-R that is being reported are selections for indicating who the form belongs to when filing a joint tax return. See screenshot