no such thing as a joint retirement account.

👍 I agree with you Lisa... I cannot recall ever seeing a 1099-r form with both husband and wife on it... Just my opinion

@Bob2605 

What is the name on the 1099-R? Why do you think that needs to be treated differently that what is shown?

What type of account or retirement is this?

Its a joint annuity.  Unusual but sometimes occuring.

If you really need/want to treat it as belonging to both, divide everything in half and enter as two 1099-Rs.

Must be a private annuity or charitable annuity.