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posted Jun 4, 2019 11:09:21 PM

Our's is a joint return. I input my 1099R's but it doesn't ask me for my husband's 1099Rs?

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1 Best answer
Level 15
Jun 4, 2019 11:09:23 PM

On the same screen where you have to select the type of Form 1099-R that you are reporting are selections for who the form belongs to when filing a joint tax return.  See screenshot.

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

1 Replies
Level 15
Jun 4, 2019 11:09:23 PM

On the same screen where you have to select the type of Form 1099-R that you are reporting are selections for who the form belongs to when filing a joint tax return.  See screenshot.

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