My husband and i file jointly and I have a 1099-r but it keeps trying to put it under my husbands name

[kfh812]

Does it matter which name the system is trying to add the 1099r?

[Heather14 · Accepted solution]

To credit the 1099-R to your name, you can follow the steps listed below:

• Log in to TurboTax Online, or open your TurboTax CD/Download program
• Click Take me to my return
• Click Federal Taxes
• Click on Wages & Income
• Choose Continue, and I'll choose what I will work on, if offered
• Locate Retirement Plans and Social Security
• Then, in that section find, IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Update/Revisit
• On the next screen you will click to Edit the 1099-R that you need to change
• The following screen will ask you to verify who the 1099-R belongs to.
• You will click the circle beside of the name of the person that the 1099-R is for. I have added a screenshot below for reference.