Question

I received 2 1099-r forms from the same financial institution but neither will import, my financial institution doesn't support importing. How can I enter manually?

Forum|Forum|2 years ago
January 27, 2024
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TurboTax Deluxe Online

Employee

It's just as easy to manually enter it anyway. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.

Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start