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dingdong
New Member

I entered my income from my 1099R form but I cannot find a way to add my wife's income from her 1098R form

We had no issues doing this last year but this year the program will not let her enter the information
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Accepted Solutions

I entered my income from my 1099R form but I cannot find a way to add my wife's income from her 1098R form

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

To enter 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

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1 Reply

I entered my income from my 1099R form but I cannot find a way to add my wife's income from her 1098R form

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

To enter 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

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