topic 1099-R in Retirement tax questions

1099-R

MikeTheRef — Mon, 23 Feb 2026 13:48:14 GMT

I am manually adding my 1099-R from my military retirement, but TurboTax is saying it is my wife's. I am not being asked who the 1099-r is for at the beginning of the process

Re: 1099-R

DoninGA — Thu, 30 Mar 2023 22:17:57 GMT

If you are using the TurboTax desktop CD/Download editions, on the screen that asks you what type of Form 1099-R you have, there are selections to indicate who the form belongs to, by name when filing as Married Filing Jointly.

Back out of the 1099-R entry screen and go to the Form 1099-R selection screen.

Re: 1099-R

Vanessa A — Thu, 30 Mar 2023 22:21:25 GMT

If you are not seeing the question go back out and select Income>>Retirement>>Start next to the 1099-R. The first question is "Verify the owner of this 1099-R" Taxpayer or Spouse. It does not give a name.