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