jonisin2it
Returning Member

New 1099R after several 1099R imports

Hi,

 

I need to manually add a new 1099R (cannot be imported) and have already imported several 1099Rs from other financial firms.  There doesn't seem to be a way to start a new 1099R now.  How do I manually enter the new 1099R?

 

Going to "Your 2023 Income Summary" >"1099-R">"Update", just makes me review all the existing 1099Rs that have been imported.  I don't need to review them again as I just want to manually type in a new one.

 

Thanks.