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New Member
posted Jan 10, 2024 1:05:48 PM

Why can I only enter one 1099r this year? I select edit on the 1099-r, then select Linda and it brings up the information I just entered for mine.

If I change the data, it changes it on my 1099-r

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2 Replies
Expert Alumni
Jan 10, 2024 1:14:01 PM

Have you tried:

 

You can also find the 1099-R section using Search

Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

That should take you to a 1099-R Summary page (after you have already entered your first 1099-R).  Select the Add another 1099-R button.

Level 15
Jan 10, 2024 1:14:36 PM

If you set up your return as a joint return correctly, then when you go to the screen to enter a 1099R you should see spaces with each spouse's name.   Do not click "edit" on your own name.  Look for the spot that has your spouse's name on that screen.