☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 26, 2021 11:38:29 AM

MY WIFE AND I OWN AN ANNUITY TOGETHER BUT YOUR S/W DOES NOT ACCOMMODATE DUAL OWNERSHIP. HELP PLEASE

My wife and I own an annuity together but your S?W does not accommodate dual ownnership. Please help.

0 1 103
1 Replies
Expert Alumni
Mar 3, 2021 6:44:08 AM

If you are co-owners of the annuity the person that is listed first on the 1099-R is the person recorded at the IRS as the owner.  If you are filing Married Filing Jointly the full amount will be allocated to that person listed first.