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How do I enter the info from the 1099R myself instead of trying to find the bank info?
I want to enter the info from the 1099R instead of being dazzled by Turbo. The 1099R is right in front of me. My bank statement is not. Please advise?
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July 14, 2020
9:04 PM
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Retirement tax questions
Well, first you need to get the actual 1099-R form itself separately on paper from the bank....or download a pdf from your bank/brokerage...whatever, and print it out.
Then in the TTX interview page where it asks for your bank selection to auto-import it, you ignore that and look for the text on that page that says "I'll type it in myself" and click on that instead. Then you get a fully-empty 1099-R form page to enter your values manually.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
August 1, 2020
11:07 AM
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