From time to time a form can not be imported. This could have many reasons. The simplest solution is to post it yourself.
To post a 1099-R
- Login to your TurboTax Account
- Click "Work on other tax breaks"
- Click "Federal" from the left side of your screen
- Click "Wages & Income" on the top
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue"
- From here TurboTax will walk you through entering your Form 1099-R
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