1099-R

[Bob2605]

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

[Just-Lisa-Now-]

no such thing as a joint retirement account.

[PATAX]

👍 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]

@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?

[Bob2605]

Its a joint annuity.  Unusual but sometimes occuring.

[sjrcpa]

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.