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xvz0203
New Member

What if i dont do online banking

my retirement is autodeposited in my checking acc but i dont do online banking so i dont have a user id or password . i do have a form 1099-r

1 Reply
DanaB
Intuit Alumni

What if i dont do online banking

You can skip importing bank information by scrolling down and click on "I'll type it in myself". Then you can enter the information yourself from the 1099-R. 

Please follow these instructions to enter your Form 1099-R :

  1. Login to your TurboTax Account
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down to “Retirement Plans and Social Security” and click “Show more
  5. Scroll down to  “IRA, 401(k), Pension Plan Withdrawals (1099-R)” and click “Start
  6. Answer "Yes" to "Did you have any of these types of income in 2018?"
  7. Scroll down and click on "I'll type it in myself"
  8. From here TurboTax will walk you through entering your information.
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