I want to download my 1099-R from TIAA - not TIAA Brokerage. I cannot do this with 2016 Premier - why not?

Forum|Forum|6 years ago
June 1, 2019
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TurboTax Premier Windows

Best answer by PaulaM

Unfortunately, TIAA is not one of our import partners at this time. This is something TIAA has to sign up for. See link below for list of current import partner's.

In the meantime, enter your 1099-R manually. To navigate to the section:

In your open return, select My Account
Tools
Topic Search
Type 1099-R, then select GO

https://www.partner.turbotax.com/top_partner_list.html

PaulaMAnswer

Employee

Unfortunately, TIAA is not one of our import partners at this time. This is something TIAA has to sign up for. See link below for list of current import partner's.

In the meantime, enter your 1099-R manually. To navigate to the section:

In your open return, select My Account
Tools
Topic Search
Type 1099-R, then select GO

https://www.partner.turbotax.com/top_partner_list.html

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jhbauman

Maybe TurboTax and TIAA should get together on this. "TIAA (for retirement only)" is on TurboTax's drop-down search menu of Financial Institutions. Also, from a FAQ on TIAA's website:

Can I download my tax information in TurboTax® or Quicken software?

Yes, depending on the type of tax document. Tax information can be downloaded directly within TurboTax® and Quicken.

garciaatsocrates

similar problem in TY 2021 but TIAA brokerage is supposed to work

LeonardS

TIAA is not one of TurboTax Import Partners. Ref: TurboTax Import Partners

You will manually have to enter your TIAA information following these steps:

Open (continue) your return in TurboTax.
In the search box, search for investment sales then select the Jump to link in the search results.
Answer Yes to the question Did you sell any of these investments in 2021?
- If you land on the investment sales summary screen , select Add More Sales.
Select Other then Continue.
On the next screen, select the type of sale you had (like second home, collectible, or land) and Continue.
Continue following the onscreen instructions to enter the sale.

This TurboTax link Where do I enter investment sales? has information you may find helpful.

@garciaatsocrates

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garciaatsocrates

Not sure what you are saying. TIAA retirement is listed as a 1099R partner for download.

None of this has anything to do with land sale.

https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners

Charliebuck

I assume my 2016 Premier is too old. What is the oldest Premier that can be used? Or tell me what I need to be able to download this form. Thank you. Charles E. Current

DoninGA

Employee

@Charliebuck wrote:

I assume my 2016 Premier is too old. What is the oldest Premier that can be used? Or tell me what I need to be able to download this form. Thank you. Charles E. Current

Only the 2023 Form 1099's can be imported into the 2023 TurboTax program. Prior tax years cannot be imported they can only be manually entered.

See this TurboTax support FAQ for importing a Form 1099 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=ltghqz27