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K
kfteichmann
February 9, 2025
Question

how do I enter 1099-R numbers manually? for example,i try inputting guardian insurance manually and all I get is turbo tax does not recognize that name

  • February 9, 2025
  • 1 reply
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    1 reply

    M
    MindyB
    February 9, 2025

    You can input your 1099-R manually.

     

    Here is how to do this in TurboTax Online:

     

    • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
    • Add a 1099-R
    • Select "Change how I enter my form"
    • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
    • Next it ask "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
    • Now, you can input your 1099-R provider's info, and continue through the rest of the interview

     

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