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YOU HAVE LISTED PRISCILLA AS RECIPIENT OF THE WORCESTER RETIREMENT FUND. CAN YOU CHANGE THAT?

PLEASE CHANGE THE RECIPIENT OF THE WORCESTER RETIREMENT FUND.?
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2 Replies

YOU HAVE LISTED PRISCILLA AS RECIPIENT OF THE WORCESTER RETIREMENT FUND. CAN YOU CHANGE THAT?

No one has access to your return--only you, the user.  TurboTax did not list Priscilla as anything--you did that.  The data is entered by the user.  Only you can make changes.

 

If you are filing a joint return, each income screen will show places for income under each spouse's name.  It sounds like you entered it under the wrong spouse's name.  Delete the entry if it under the wrong name, and then enter it correctly.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
dmertz
Level 15

YOU HAVE LISTED PRISCILLA AS RECIPIENT OF THE WORCESTER RETIREMENT FUND. CAN YOU CHANGE THAT?

If this is in regard to the entry of a Form 1099-R on a joint tax return, edit the 1099-R and on the next page select the correct recipient.

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