I'm married. The program starts with the Husband. At no time other than Social Security does it for my wife's 1099-R information. Why? When I manually try to add them, it states my (husband's) additional income, not hers.
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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.
Online editions -
Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2024? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself
On the screen Who does this 1099-R belong to? Click on the Name and Continue
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
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