My 1099-R information is turning up under my wife's name. How do I get her name off?

succolosky — Tue, 04 Jun 2019 20:49:23 GMT

My 1099-R information is under my wife's name in the program (She doesn't have a 1099-R form) How do I delete it or change it to my name?

When filing a tax return jointly, on the screen for selec...

DoninGA — Tue, 04 Jun 2019 20:49:25 GMT

When filing a tax return jointly, on the screen for selecting the type of Form 1099-R being entered are also selections for who the form belongs to. See screenshot

To enter a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099 r in the Search box located in the upper right of the program screen. Click on Jump to 1099 r

topic My 1099-R information is turning up under my wife's name. How do I get her name off? in Retirement tax questions

My 1099-R information is turning up under my wife's name. How do I get her name off?

When filing a tax return jointly, on the screen for selec...