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Retirement distribution reporting on a joint return. Turbo tax lists only the primary person. 1099R. received separately. How do we enter properly?

Turbo Tax specifically asks entry info on the primary person, dose not ask again for joint filing return person for 1099R details for separate disbursement.
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1 Reply
DianeW777
Expert Alumni

Retirement distribution reporting on a joint return. Turbo tax lists only the primary person. 1099R. received separately. How do we enter properly?

You can select the correct spouse on a joint return. When you enter your 1099-R for your spouse you can select which spouse it belongs to. You will be asked Who does this 1099-R belong to?

                                                 

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