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E
ernest-pittman9
April 13, 2025
Question

Is there another add my 1099-R when it’s not listed on the financial institution list?

  • April 13, 2025
  • 1 reply
  • 0 views
Is there another way to add

1 reply

M
MindyB
April 13, 2025

You can input your 1099-R manually (or upload from a file).

 

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 asks "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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