qbteachmt
Level 15
03-22-2021
06:33 PM
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"Couple took an early distribution on their IRA for 2020."
There is only Account Owner. Not "couple." The one person is who you are working on; or two separate accounts, one for each Owner. No one jointly owns IRA accounts.
Here are the articles:
https://proconnect.intuit.com/community/individual/help/proseries-form-1099-r-faq-s/00/4853
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Don't yell at us; we're volunteers