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March 7, 2023
Question

Turbo tax does not recognize the name of my financial institution for distribution of my annuity when it asks for name of institution

  • March 7, 2023
  • 2 replies
  • 0 views
where do i input my retirement income from an annuity

2 replies

DoninGA
Employee
March 7, 2023

Online editions -

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2022? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Employee
March 7, 2023

If your institution is not in the drop down menu then choose "I'll type it in myself" and key the information in by hand.

**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.**