Not able to add retirement income for spouse

[artnbarb88]

We're filing jointly, as we do every year. We each have 1099Rs from OPM. When I get to that section of TurboTax it asks if the 1099R is for me or my spouse. I click on me first, enter my info, then click on "edit" to add the info for my spouse, being sure to click on HIS name when asked whose 1099R it is. When I click forward, I find that MY information is alread entered, and removing it to type in his information actually erases mine. No matter how I try, I can only enter the information for one of us. Is this a bug, or am I doing something wrong?

[MinhT1 · Accepted solution]

Do not edit the entry for your form 1099-R.

After entering your form 1099-R, click on Add another 1099-R.

When entering your husband's form 1099-R, there is a page titled Who does this 1099-R belongs to?. You can click on the first name of the spouse the 1099-R belongs to.

[artnbarb88]

Thanks, I just thought they would show as added together on the overview page rather than listed individually.

[MinhT1]

The forms 1099-R must be entered individually, but on the overview, all retirement incomes are added together as a total, and also the taxable part will be shown.

[VolvoGirl]

@artnbarb88  And FYI - 

If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again.   So be sure to go all the way to the end of the 1099R section.  They are right unless you go back  so you probably should go back and double check all of them.