taxmanbrian
Level 3

I changed to a 7 and no change.  I went back into the Form 1099-R Summary too and at the top of the summary, it definitely shows what belongs to the Taxpayer and what belongs to the Spouse.  Just for clarification purposes, the Spousal IRA distribution is due to the death of the Spouse's father.  However, when I scroll down on the Form 1099-R Summary, that's where I see the negative number under line #7 and then under lines 22,25, 25c, 25f, 25h, 26, 26e, 32c and 32d, the correct distribution is showing under the Taxpayer's column.  Under Tax Withholding, Box 4 (Line 37) under the Taxpayer, it is showing the correct Fed Tax Withheld and then under Line 40, the Total Distribution shifts to the Spouse under Nontaxable IRA Distributions???  To also clarify what I mean by the 'negative" number on line #7, it is the total Taxpayer distribution less the Spouse's IRA distribution.

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