TurboTax

Level 2

Question

1099-R Step-by-Step changed Account Holder's Name

A 1099-R that was imported from Fidelity is Bob's (confirmed by looking at the form).

When moving thru the step-by-step, however, it swapped names and thinks it is for my wife, Sue?

Level 15

In TurboTax Premium Online, after importing the IRS form 1099-R, I see the screen Review your 1099-R info.

Click the icon to the right and I see the screen Who does this 1099-R belong to?

Select the correct taxpayer.

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Level 2

Thank you for the fast response (I am using TurboTax Premium Desktop).

I have checked the 1099-R imported form and it states correctly that the owner is Bob.

When proceeding thru the step-by-step, however, the program still changes it to my spouse??

Is this a bug in the software or will it foul-up my actual IRA reporting if I submit?

Level 15

It should be ok since you indicated it belonged to Bob. The whole thing should carry through just fine.

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