Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
pbauermd1
New Member

When do I declare my wife's pension income? The program doesn't seem to have a spot for it. Do I report it as miscellaneous income?

 
1 Best answer

Accepted Solutions
Leonard
Intuit Alumni

When do I declare my wife's pension income? The program doesn't seem to have a spot for it. Do I report it as miscellaneous income?

Your wife should have received a Form 1099-R for her pension income.

To enter this in TurboTax Self-employed on the Income & Expenses tab scroll down to the line Retirement Plans and Social Security then select show more, select IRA, 401(k), Pension Plan Withdrawals (1099-R) and click on start.

Follow the screen prompts to enter your wife's pension income.

View solution in original post

4 Replies
Leonard
Intuit Alumni

When do I declare my wife's pension income? The program doesn't seem to have a spot for it. Do I report it as miscellaneous income?

Your wife should have received a Form 1099-R for her pension income.

To enter this in TurboTax Self-employed on the Income & Expenses tab scroll down to the line Retirement Plans and Social Security then select show more, select IRA, 401(k), Pension Plan Withdrawals (1099-R) and click on start.

Follow the screen prompts to enter your wife's pension income.

KJCM
New Member

When do I declare my wife's pension income? The program doesn't seem to have a spot for it. Do I report it as miscellaneous income?

I still do not see a prompt to enter my wife's 1099 Rs.  It only asked for mine (which I do not have because I am not retired).  Turbo Tax just took me onto the next section instead of asking for my wife's 1099 Rs

VolvoGirl
Level 15

When do I declare my wife's pension income? The program doesn't seem to have a spot for it. Do I report it as miscellaneous income?

You enter all 1099R the same place and way.  After you start entering a 1099R you pick who it is for.

 

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.

 

1099R Who.PNG

DoninGA
Level 15

When do I declare my wife's pension income? The program doesn't seem to have a spot for it. Do I report it as miscellaneous income?

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the same screen for selecting the type of Form 1099-R that is being reported are selections for indicating who the form belongs to when filing a joint tax return. See screenshot

Form 1099-R Owner.jpg

 

Dynamic AdsDynamic Ads
Privacy Settings
v