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New Member
posted May 31, 2019 11:36:58 PM

The 1099r is showing under my name and needs to be under my spouses

how do I change this?

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1 Best answer
Expert Alumni
May 31, 2019 11:36:58 PM

When you first start entering a 1099-R, you can select the owner of the form. (Click the 1st screenshot below to enlarge it for reference.) The default is the first person on the return. You can Edit the 1099-R info to indicate that it is for your spouse.

To return to the 1099-R and edit the ownership: 

  • Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in, click Take me to my return, then click Pick up where I left off.)
  • Click My Account (top right of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the search bar, type 1099-r.
  • In the results box, highlight 1099-r, then click GO.
  • You'll land on the Your 1099-R Entries page. Click Edit next to the applicable 1099-R entry. (Click the 2nd screenshot below to enlarge it for reference.)
  • You'll be prompted to Verify the Owner of this 1099-R. Select your spouse's name, then click Continue. (Click the 3rd screenshot below for reference.)
  • Follow the onscreen instructions to complete the 1099-R section.

1 Replies
Expert Alumni
May 31, 2019 11:36:58 PM

When you first start entering a 1099-R, you can select the owner of the form. (Click the 1st screenshot below to enlarge it for reference.) The default is the first person on the return. You can Edit the 1099-R info to indicate that it is for your spouse.

To return to the 1099-R and edit the ownership: 

  • Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in, click Take me to my return, then click Pick up where I left off.)
  • Click My Account (top right of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the search bar, type 1099-r.
  • In the results box, highlight 1099-r, then click GO.
  • You'll land on the Your 1099-R Entries page. Click Edit next to the applicable 1099-R entry. (Click the 2nd screenshot below to enlarge it for reference.)
  • You'll be prompted to Verify the Owner of this 1099-R. Select your spouse's name, then click Continue. (Click the 3rd screenshot below for reference.)
  • Follow the onscreen instructions to complete the 1099-R section.