GiseleD
Expert Alumni

Retirement tax questions

Are you saying that you cannot access the account where your 1099-R information is? If you you will need to contact the plan administrator to regain access. 

 

If you are just trying to import the 1099-R and the import is not working, you can still enter the form manually. Here's how:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

 

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