TurboTax keeps including a new IRA account distribution (1099-R) under my name, not my spouse. How do I set up a new IRA account for my spouse in TurboTax?

posted

Connect with an expert

1 Reply

TurboTax keeps including a new IRA account distribution (1099-R) under my name, not my spouse. How do I set up a new IRA account for my spouse in TurboTax?

On the screen where you select the type of 1099-R, there is a circle to check for which spouse the 1099-R belongs to.

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post