When entering a 1099-R the radio button to identify who it is for is buried in text, easy to miss, and set by default to one person.

dirk · ‎June 4, 2019

This should not be selected and made a required field to make entry/usability easier and prevent errors.

SteamTrain · ‎June 4, 2019

I agree...there are several places for different forms where taxpayer/spouse selections should be made more prominent.

This time of year, everyone is so focused on fixing actual software bugs...the Ease-of-Use and Clarity issues get shuttled to the bottom of any list of what needs work

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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SteamTrain · ‎June 4, 2019

I agree...there are several places for different forms where taxpayer/spouse selections should be made more prominent.

This time of year, everyone is so focused on fixing actual software bugs...the Ease-of-Use and Clarity issues get shuttled to the bottom of any list of what needs work

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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When entering a 1099-R the radio button to identify who it is for is buried in text, easy to miss, and set by default to one person.