topic Re: 1099R in Retirement tax questions

1099R

Delliott76 — Thu, 10 Feb 2022 17:54:34 GMT

My husband passed away on Jan 3 2021. I received a 1099 for him and me from OPM. Turbotax won't allow me to inter info from both 1099's. When I enter the second one, the total for the two is only the total for the last one I enter.

Re: 1099R

MinhT1 — Thu, 10 Feb 2022 18:49:00 GMT

Please review the form(s) 1099-R you have entered.

When entering each form 1099-R, there is a page titled Who does this 1099-R belongs to?. You must click on the first name of the spouse the 1099-R belongs to.

I'm sorry for your loss.