Here is the best method for entering your 1099R and get past the pick institution part.
- Log into turbo tax
- Go to federal>income and expenses
- Retirement plans and Social Security>show more
- Ira (401K), pension plan Withdrawals(1099R) Start
- When it asks Let's import your tax info indicate that you wish to change how you enter the form.
- Next question asks How do you want to add your 1099‑R? you can indicate that you will type it in yourself.
- Then it asks Who gave you a 1099-R? Here you would mention it's from a financial institution.
- Next screen will allow you to enter the 1099-R exactly the way it is listed on the form.
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