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I have a 1099-R to enter for my husband on our joint return. But it keeps saying enter Elizabeth's 1099-R. I need it to say my husbands name. How do I change this?

 
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3 Replies

I have a 1099-R to enter for my husband on our joint return. But it keeps saying enter Elizabeth's 1099-R. I need it to say my husbands name. How do I change this?

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

Form 1099-R Owner.jpg

 

I have a 1099-R to enter for my husband on our joint return. But it keeps saying enter Elizabeth's 1099-R. I need it to say my husbands name. How do I change this?

Start the 1099R over.  Do you get this screen?

 

1099R Who.PNG

dmertz
Level 15

I have a 1099-R to enter for my husband on our joint return. But it keeps saying enter Elizabeth's 1099-R. I need it to say my husbands name. How do I change this?

You can also just edit the existing 1099-R entry and respond accordingly when TurboTax asks you to Verify the Owner of This 1099-R.

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