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February 25, 2021
Question

I have entered 4 1099-Rs for Valic Retirement Services and I need to enter 3 more. It is telling me it doesn't recognize this name. How do I enter my other 3 1099-Rs?

  • February 25, 2021
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1 reply

DaveF1006
February 25, 2021

Valic is a subsidiary of AIG Retirement Services.  You might try changing the name to AIG Retirement Services. This may or may not work depending on rather or not  Valic has a different FEIN number. You will find out soon enough though when you send in your return electronically because if the FEIN is different, the return may reject.

 

Meanwhile enter your first 1099R. Once you are done entering, there will be a summary screen listing your 1099-R with a review button next to it. At the bottom left of your screen is a button that says.  Add another 1099-R.

 

You will repeat this same process that I have outlined until all 4 of your 1099's are entered.

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