retirement income attributed to wrong spouse?

Forum|Forum|4 years ago
March 20, 2022
3 replies
16 views

TurboTax seems different this year. If I'm remembering correctly, in previous years TT would ask for my income and then my wife's (married filing jointly). This year it never asked for my spouse's income. I had to manually add entries for Social SEcurity and her retirement 1099-R. There was no prompting to add these things. Our situation is no different than last year: she got both Social Security and her retirement income last year exactly as this year. That is, TT should expect that she got them in 2021. TT correctly prompted for *my* income. Perplexed but not too concerned, I march on.

Now the PA state form. I photographed and uploaded my wife's 1099-R, and it displayed it correctly, along with her name. Then in the summary, it said something like "For Gary's retirement income we have ...." My name, not my wife's.

Is this a big deal, or can I ignore it? I'm concerned now that all of our Federal income is lumped together in my name. Between this error and the fact that there was no prompting for my wife's income, I'm afraid something is screwed up. Any help?

DoninGA

Level 15

When filing as Married Filing Jointly on every section where income is entered there are options or screens which asks you whose income is being reported or will have a screen for both names.

Form 1099-R

Form SSA-1099

Not familiar with a Pennsylvania state return so cannot answer for that return.

gapajerAuthor

Level 2

Thanks. Maybe I'm not remembering last year correctly. This year seems different. My memory is that TT prompted me to review 1099-R. This year I had to go into that section manually; when looking for that section it took me a while to find it. Well, memory is not such a good way to remember things. The PA thing ... I guess that's just bad programming.

BillM223

Level 15

"Now the PA state form. I photographed and uploaded my wife's 1099-R, and it displayed it correctly, along with her name. Then in the summary, it said something like "For Gary's retirement income we have ...." My name, not my wife's. "

You didn't photograph this and enter it in the PA interview, you did it on the federal interview for the 1099-R. And what DoninGA holds true - if you go back and review your entries for the 1099-R, you will see if the 109--R is marked for you or your spouse.

The PA return knows only what the federal data tells it. PA will just want to know if your 1099-R is qualified to be excluded from income in PA.

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