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February 28, 2021
Question

Can I type my own info in my 1099-rthe old version did just fine for many years. yours doesn't recognize my financial institution

  • February 28, 2021
  • 1 reply
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1 reply

March 4, 2021

You should be able to add your 1099-r manually. Here are directions on how to do so: 

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Did you get a 1099-R? screen.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select which option matches your form and Continue.
  5. You can import your form directly from your financial institution by searching or selecting yours from one of the options on the screen. You'll be prompted to enter your financial institution account information, and TurboTax will directly import your forms.
    • If you prefer to type it in yourself, select Change how I enter my form and continue through.

You can add up to 20 1099-Rs.