On the page where I enter my 1099-R's, none of the institutions I need are available.

Forum|Forum|1 year ago
February 12, 2025
2 replies
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Last year, when this happened, I ended up speaking to someone for free. Can I speak on the phone with someone?

xmasbaby0

Employee

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.

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

**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.**

xmasbaby0

Employee

Phone support is not provided with the Free Edition. If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there. Otherwise, post your question here and someone will try to help.

To call TurboTax customer support

https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number..

Customer support is available from 5 a.m. to 9 p.m. Pacific time daily