topic how do I add my spouse"s SSA 1099 to the online form after mine was added? in Retirement tax questions

how do I add my spouse"s SSA 1099 to the online form after mine was added?

Tue, 17 Feb 2026 17:05:01 GMT

Re: how do I add my spouse"s SSA 1099 to the online form after mine was added?

xmasbaby0 — Tue, 17 Feb 2026 17:07:56 GMT

Go to the entry screen for SSA1099. Since you are filing a joint return, there will be a spot with your spouse's name for entering their SSA1099.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for. You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income. Then look for your spouse’s name there.

Re: how do I add my spouse"s SSA 1099 to the online form after mine was added?

VolvoGirl — Tue, 17 Feb 2026 17:08:37 GMT

When you are filing a Joint return there will be 2 columns to enter Social Security. One for each of you. If it doesn't show 2 columns then go back to My Info or Personal and edit the primary spouse to make sure you checked married and filing together.

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes (Personal for Home&Business)

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button