i cant find my bank on the 401k section where i withdrew from an old 401account

Forum|Forum|1 year ago
January 23, 2025
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ThomasM125

You will have to manually enter your Form 1099-R information if your bank is not listed. You will see the I'll type it in myself option on the page that says Let Us Enter Your 1099-R:

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xmasbaby0

Employee

Some banks and/or financial institutions are not partnered with TurboTax to allow importing data into tax software. If yours is not on the list then choose the option that says "I'll type it in myself" and enter your 1099R by hand.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**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.**