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The 2022 Premier does not allow me to enter retirement income for my wife; nor can I override the info. This needs to be rectified

 
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The 2022 Premier does not allow me to enter retirement income for my wife; nor can I override the info. This needs to be rectified

In the section for entering a Form 1099-R, you did not see this screen?

 

Form 1099-R Owner Online.JPG

 

ThomasM125
Expert Alumni

The 2022 Premier does not allow me to enter retirement income for my wife; nor can I override the info. This needs to be rectified

Retirement income is entered off of a Form 1099-R. Can you clarify that is what you are trying to do, and what happens when you try to enter the form? These are the steps to enter a form 1099-R:

 

  1. Choose the Federal option on your left menu bar
  2. Choose Wages & Income
  3. Choose the Retirement Plans and Social Security menu option 
  4. Choose IRA, 401(k), Pension Plan Withdrawals(1099-R)
  5. Choose the enter 1099-R option
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