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Make sure you have fully completed the 1st entry and are back to the screen that states, Here's your 1099-R info. From here follow these steps:
See screenshot below:
Make sure you have fully completed the 1st entry and are back to the screen that states, Here's your 1099-R info. From here follow these steps:
See screenshot below:
I had to use "Enter another way." When I selected the standard path, it kept using my account login and never gave me a chance to enter my wife's account information.
The simple approach was to download the form and then upload it into TurboTax
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