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gottliebj
New Member

How do i change the owner of a 1099-r. Turbotax is assigning ownership to the first name on the return

I have entered a 1099-R, and it is incorrectly assigning the ownership of the 1099 to me instead of to my spouse.  How can I change the ownership?

3 Replies
DoninGA
Level 15

How do i change the owner of a 1099-r. Turbotax is assigning ownership to the first name on the return

Delete the 1099-R and then select who the form belong to when selecting the type of 1099-R on the form selection screen.  See screenshot

Enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

littlerosetree20
New Member

How do i change the owner of a 1099-r. Turbotax is assigning ownership to the first name on the return

Turbotax entered all KIEM DO' 1099 R forms wrong, please show me how to fix them.

 

Thanks,

 

Vinh Do

VolvoGirl
Level 15

How do i change the owner of a 1099-r. Turbotax is assigning ownership to the first name on the return

Delete the 1099R and enter it again and pick the right person.

 

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.

 

 

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