- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I filed married filing separately for 2021(We are retired), for tax year 2022 I'm filing married filing jointly, why don't I see anyplace to put my husbands pension amt?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I filed married filing separately for 2021(We are retired), for tax year 2022 I'm filing married filing jointly, why don't I see anyplace to put my husbands pension amt?
The same exact way you entered yours. When you enter a W2 or 1099R it will ask who it is for.
Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I filed married filing separately for 2021(We are retired), for tax year 2022 I'm filing married filing jointly, why don't I see anyplace to put my husbands pension amt?
When you started the return and entered your info and his did you say to file Joint? Then when you enter the 1099R you should get this screen for which spouse.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I filed married filing separately for 2021(We are retired), for tax year 2022 I'm filing married filing jointly, why don't I see anyplace to put my husbands pension amt?
And as long as I'm making screen shots. If you have Social Security you should get a screen with 2 columns.
Still have questions?
Make a post