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Level 1
March 15, 2026
Question

Manually import 1099r

  • March 15, 2026
  • 1 reply
  • 0 views

I need to manually type in a few 1099Rs.  When I go to the import section and click on Type In Myself.   Nothing happens and won't bring me to a scree to type them in?

 

    1 reply

    JohnB5677
    Level 15
    March 15, 2026

    If you don't have the same screens as described here, contact us again.

    You should have four boxes after you select [Type it Myself]

    1. The most common selection is the top-right Financial institution or other provider.
    2. [Continue]
    3. Complete posting of the 1099-R from here.
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