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Get your taxes done using TurboTax
When you get to the 1099-R section, you will see a screen with a lot of financial logos and a search line for your financial institution. Just ignore that screen. That's only if you want to import the 1099-R. So leave the financial institution search line blank and do not select a logo. Instead, way down in the lower right corner is a gray button "I'll type it in myself." Click that, and on a subsequent screen you can manually type in the institution name and the data from your 1099-R.
‎July 9, 2020
1:11 PM