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New Member
posted May 4, 2025 9:47:51 AM

WHEN DO I ENTER MY WIFES 1099R

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1 Replies
Level 15
May 4, 2025 9:50:03 AM

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

The screen will ask you which spouse the 1099R is for.