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?
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
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.