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April 12, 2023
Question

My retirement comes from a state system, not a bank. it rejects the system's name and continues asking for a bank????

  • April 12, 2023
  • 1 reply
  • 0 views
I've also tried the system's federal tax ID. Anybody else hsd this problem?  Solution?

1 reply

LindaS5247
April 17, 2023

Try deleting and reentering your Form 1099-R.  The name of the institution should not matter. Make sure you have entered all of the boxes correctly. Did you try importing the form?

 

Also after you delete the Form 1099-R clear your cache and browser history and go back into the program and add the Form.

 

Follow these steps to delete your 1099-R in TurboTax:

  1. Go to Form 1099-R
  2. Select the trash can next to your 1099-R and then answer Yes

 

Here's where to enter your 1099-R in TurboTax:

  1. Open or continue your return
  2. In the Federal section, select Wages & Income
  3. Scroll to locate Retirement Plans and Social Security, and select Show more
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

You can also find the 1099-R section using the Search option in TurboTax. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

If this does not help please feel free to come back to TurboTax Community with additional details or questions or click here for information on Turbo Tax Support.  You can connect with a Live TurboTax Agent and share your screen.
 

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