I need to file 1099R forms for both myself and my wife on our joint return. Unfortunately, Turbotax immediately puts my name on both 1099R forms.

dafoster43 · ‎June 6, 2019

MinhT · ‎June 6, 2019

You can edit the form 1099-R that you have entered and verify the owner of each form 1099-R. You can change the owner if necessary.

Open your tax return and follow these steps:

Click on Federal Taxes, then on Wages and Income
Locate the section IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit/Add next to it
On the next page, click on Edit next to the form 1099-R you want to verify (see screenshot 1)
The next page lets you verify or change the owner of that form 1099-R (see screenshot 2)

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

MinhT · ‎June 6, 2019

You can edit the form 1099-R that you have entered and verify the owner of each form 1099-R. You can change the owner if necessary.

Open your tax return and follow these steps:

Click on Federal Taxes, then on Wages and Income
Locate the section IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit/Add next to it
On the next page, click on Edit next to the form 1099-R you want to verify (see screenshot 1)
The next page lets you verify or change the owner of that form 1099-R (see screenshot 2)

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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