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slowfood411
April 14, 2025
Question

how to upload a 1099-R from a company not on the Intuit list

  • April 14, 2025
  • 1 reply
  • 0 views

I have three 1099-Rs and one (Venerable Annuity) is not on your list of companies.  it's the most important of the three.  How can I upload this 1099R?

    1 reply

    X
    xmasbaby0
    Employee
    April 14, 2025

    If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

     

     

    See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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