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January 25, 2025
Question

What if my financial institution is not listed in the 1099-R choices?

  • January 25, 2025
  • 1 reply
  • 0 views
I have a "needs review" notification box when I try to add/edit info but will not let me edit or add info.

    1 reply

    Employee
    January 25, 2025

    Choose the option that says "I'll type it in myself" and then key your 1099R 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.**