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February 15, 2021
Question

Why do I have to enter 1099-R info manually From Fidelity account turbotax has access to ?

  • February 15, 2021
  • 2 replies
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2 replies

JohnB5677
February 15, 2021

From time to time a form can not be imported.  This could have many reasons.  The simplest solution is to post it yourself.  

 

To post a 1099-R

  • Login to your TurboTax Account 
  • Click "Work on other tax breaks"
  • Click "Federal" from the left side of your screen
  • Click "Wages & Income" on the top
  • Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 
  • Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  • Click "I'll Type it Myself"
  • Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  • Click "Continue"
  • From here TurboTax will walk you through entering your Form 1099-R

 

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SteamTrain
Employee
February 15, 2021

If it is from a Fidelity NetBenefits account....those haven't be importable for at least the last 13 years..

IN order for them to become available, the Fidelity Folks would have to specially-format them for tax import and somehow merge them into their consumer account logins.....or provide a separate differently named selection for importing...

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*