Tax Line Item Assignment for Pension Gross distributions
My wife and I retired with a pension from the same employer. Almost all income and tax tax line items in Quicken have either a blank designation or self and then also a spouse. However, for 1099-R:Total pension gross distribution there is only one tax line item for it. There is no breakdown to self and spouse. This presents a problem importing income into tax software as it cannot seem to differentiate unless it is using some other criteria. The tax software then asks questions on the total pension income instead of being able to answer the questions based on individual's pension income. What is a solution or workaround for this problem?