1099-R

Bob2605 · ‎03-13-2021

How do I indicate joint ownership of a 1099-R in ProSeries Pro?

Just-Lisa-Now- · ‎03-13-2021

no such thing as a joint retirement account.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

PATAX · ‎03-13-2021

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

qbteachmt · ‎03-13-2021

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?

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Bob2605 · ‎03-21-2021

Its a joint annuity. Unusual but sometimes occuring.

sjrcpa · ‎03-21-2021

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.

The more I know, the more I don't know.