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dukehales
New Member

Filing jointly, enter 1099-R for myself. then spouse's which is a different amount; the spouses amount replaces my amount.

 
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HelenaC
New Member

Filing jointly, enter 1099-R for myself. then spouse's which is a different amount; the spouses amount replaces my amount.

After you enter your 1099-R, you will need to ADD your wife's 1099-R form. Each 1099-R form that you enter should appear in the 1099-R summary screen. 

  • Also, on the Verify the Owner of This 1099-R screen, make sure you select the correct person (This Form 1099-R belongs to).

See the screenshots below.

To enter a 1099-R form:

[Edited 2-6-19|9:05 am]

View solution in original post

3 Replies
HelenaC
New Member

Filing jointly, enter 1099-R for myself. then spouse's which is a different amount; the spouses amount replaces my amount.

After you enter your 1099-R, you will need to ADD your wife's 1099-R form. Each 1099-R form that you enter should appear in the 1099-R summary screen. 

  • Also, on the Verify the Owner of This 1099-R screen, make sure you select the correct person (This Form 1099-R belongs to).

See the screenshots below.

To enter a 1099-R form:

[Edited 2-6-19|9:05 am]

HelenaC
New Member

Filing jointly, enter 1099-R for myself. then spouse's which is a different amount; the spouses amount replaces my amount.

After you enter your 1099-R, do you ADD your wife's 1099-R or do you edit your 1099-R form and replace the amount? If you add another 1099-R, there should be two 1099-R Entries on the 1099-R summary screen, one for you and one for your wife. I'll add a screenshot of the 1099-R summary screen in my answer.
dukehales
New Member

Filing jointly, enter 1099-R for myself. then spouse's which is a different amount; the spouses amount replaces my amount.

your answer does not work. this was done and  the first amounts are still there; entering spouses replaces all previous.
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