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New Member
posted Apr 13, 2025 4:48:40 PM

Need to enter figures for married 1099Rs. How do I return to that section

Standard form only

0 2 395
2 Replies
Level 15
Apr 13, 2025 4:53:18 PM

Enter the 1099R under the correct spouse's name.   Your comment about "married 1099R's" is worrisome.  

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

Expert Alumni
Apr 13, 2025 4:55:33 PM

Each 1099-R is specific to either you or your spouse.   When you enter each of them, you will select who the form belongs to (either taxpayer or spouse).     Where do I enter a 1099-R?  This link has instructions.