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April 10, 2025
Question

Unable to put in info for Alger Family of Funds. No matter how I input, it indicates that it does not know that institution. So, how do I input the info???

  • April 10, 2025
  • 1 reply
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I have the 1099-R for the Alger Family of Funds, but the program won't allow me to input info. How to input info?

    1 reply

    VolvoGirl
    Employee
    April 10, 2025

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