When you first start entering a 1099-R, you can select the owner of the form. (Click the 1st screenshot below to enlarge it for reference.) The default is the first person on the return. You can Edit the 1099-R info to indicate that it is for your spouse.
To return to the 1099-R and edit the ownership:
- Continue your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return Pick up where I left off.)
- Click Tax Tools (lower left side of your screen).
- Select Tools.
- In the pop-up window, select Topic Search.
- In the I'm looking for: box, type 1099-r.
- In the results box, highlight 1099-r, then click GO.
- You'll land on the Your 1099-R Entries page. Click Edit next to the applicable 1099-R entry. (Click the 2nd screenshot below to enlarge it for reference.)
- You'll be prompted to Verify the Owner of this 1099-R. Select your spouse's name, then click Continue. (Click the 3rd screenshot below for reference.)
- Follow the onscreen instructions to complete the 1099-R section.
[Edited 03.19.2018 I 01:07PM PDT]
