topic Where in Tubo Tax do I include my wife's pension and Soc Sec income when filing MFJ after I've put my own info in? in Retirement tax questions

Where in Tubo Tax do I include my wife's pension and Soc Sec income when filing MFJ after I've put my own info in?

rockchapel2 — Mon, 22 Mar 2021 22:50:47 GMT

Re: Where in Tubo Tax do I include my wife's pension and Soc Sec income when filing MFJ after I've put my own info in?

VolvoGirl — Mon, 22 Mar 2021 22:52:32 GMT

The same way and place as yours. Enter another 1099R and you pick who it is for. For Social Security there are 2 columns on the screen, one for each of you. Didn't you see it when you entered yours?

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start

If you are filing a Joint return be sure to pick which person it is for.

It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

Re: Where in Tubo Tax do I include my wife's pension and Soc Sec income when filing MFJ after I've put my own info in?

VolvoGirl — Mon, 22 Mar 2021 22:59:01 GMT

When you entered your personal info info under My Info did you pick Married and filing with spouse? Then entered your Wife's name and ssn? You should have seen these screens.

When you first start entering a 1099R you pick the person

And this is the SS screen