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Level 3
February 3, 2026

Spouses 1099-R IRA amount flow through needs a fix.

  • February 3, 2026
  • 2 replies
  • 12 views
I had completed a MFJ tax return and the spouse's 1099-R IRA withdrawal was not showing up on page 1 of the 1040.  I unchecked the IRA box and it showed up on page 1 of the 1040 but this marks it as a pension.  I then unchecked the spouse's box and it showed up on page 1 of the 1040 but this does not match with the IRS RMD for the spouse.
 
 

2 replies

abctax55
Level 15
February 3, 2026

What does the F 8606 show?  Any basis info?

HumanKind... Be Both
brian2Author
Level 3
February 3, 2026

Nothing on Form 8606.  I hope Pro-Series tech support monitors this  Tax Talk as it is a programming error.

IRonMaN
Level 15
February 3, 2026

Do you have the return marked as a joint return?

Slava Ukraini!
brian2Author
Level 3
February 3, 2026

I deleted the 1099-R and then re-entered it and now it works correctly.