both of us are retired and get pensions, first time filing jointly but the system never asks for the other person's income data??

Forum|Forum|11 months ago
April 14, 2025
2 replies
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should the other person do a separate form and also file jointly i just want to add MY data and turbo tax says i am all set but they never asked for information...i have a pension

TurboTax Live Deluxe Online

xmasbaby0

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for. You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income. Then look for your spouse’s name there.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Vanessa A

In the personal info section be sure that you added your spouse as a spouse and not a dependent. You can go back to the personal info section and see how you entered them.

Then after they are entered as your spouse if you to to the 1099-R section, you will be able to select "who's 1099-R is this" and choose your spouse.

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