Since you are using the desktop software, follow these steps:
- Open to income
- Select 1099-R, start
- Did you get, select yes
- Select skip this at the bottom when you see a screen full of option
- Select skip import at the bottom when you see the brokerages
- carefully select which type of 1099-R you have, for most people, the top left financial institution or other provider (the other boxes are civil service, civil service survivor and railroad)
- continue
- enter the 1099-R
We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.
Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.
Since you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
