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March 3, 2023
Question

My 1099-R forms came from Principal Life Insurance CO. Is this the same as Principal Funds? I am unable to sign into Principal Funds from the 1099-R upload section.

  • March 3, 2023
  • 1 reply
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1 reply

March 3, 2023

Yes, Principal Life Insurance is under the Principal Funds umbrella.

 

Do you receive an error message when trying to sign in?  If so, if you can give more information about the message, we'll try to help. 

 

Here's some Tips on Importing that may help you.  In TurboTax Online, you also have the option to Upload a copy of your 1099-R from your computer or phone. 

 

You always have the option to enter your 1099-R's manually or Contact TurboTax Support for help. 

 

@zastrt04-gmail-c

 

 

Edited 3/2/2023 | 7:33 pm