topic How do I input tom and donna 1099r forms in Retirement tax questions

How do I input tom and donna 1099r forms

teconover — Mon, 23 Feb 2026 11:45:27 GMT

How do I input tom and donna's 1099R data?

Re: How do I input tom and donna 1099r forms

VolvoGirl — Thu, 23 Feb 2023 22:01:04 GMT

Are they married filing Joint? After you enter one of them you can add another the same way.

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.

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

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

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

Re: How do I input tom and donna 1099r forms

MinhT1 — Thu, 23 Feb 2023 22:04:50 GMT

On a joint tax return, it is important that forms 1099-R be attributable to the correct spouse.

You can enter your form 1099-R by following these steps:

In TurboTax, open your tax return
Click on Federal in the left-hand column, then on Wages & Income
Continue and locate the section Retirement Plans and Social Security and click on Show more
Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R)
When entering each form 1099-R, there is a page titled Who does this 1099-R belongs to?. Please make sure that you click on the first name of the spouse the 1099-R belongs to.