Unable to enter 1099r information. The name will not come up.The person yesterday was unable to help me.

Forum|Forum|1 year ago
October 15, 2024
1 reply
0 views

Have to share personal info. Need help to enter information The header states' State street retiree services for retiree allowance plan for Univ of Penna hosp

TurboTax Deluxe Online

VolvoGirl

Employee

Don't type the bank name or try to import it.
On the Let Us Enter Your 1099 page go down to the bottom and pick Enter a different way

Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.