Question

Fidelity will not import my 1099R and Turbo does not have a way for me to enter it. How to "type it in myself"?

Forum|Forum|3 years ago
March 30, 2023
1 reply
0 views

It is like go to door 7, but there are no numbers on the doors!

TurboTax Online

If Fidelity will not import the form directly into TurboTax, you can still scan it and upload it or enter it manually.

In TurboTax Online, click the Change how I enter my form button.

And select to scan and upload, take a picture with your phone, or the Type it in myself button.

If you are using TurboTax Desktop/Download or if these screens are not working this way, please let us know the details so we may better assist.

G

granpalonAuthor

The reason I posted was the fact that although TurboTax has a prompt to "enter it myself", the software does not provide the means to : 1. Enter the company name 2. Enter the data. Let's say you need to use the Restroom and you ask me where one is located. I tell you there is one at the end of this hallway with the Women's restroom on the left. you run down the hallway and find a stairway on the right down to the lobby and another on the left leading to the roof. Wel;come to TurboTax.

VolvoGirl

Employee

I enter all my 1099R manually. Don't you get the screens above? What do you see? Then it gives you a blank form to type in the info.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.

If you are filing a Joint return be sure to pick which person it is for.

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

Then on the next screen pick I'll Type it in Myself