@00Belle
To see which providers are partner program providers, in TurboTax Online, follow these steps.
- Down the left side of the screen, click on Federal.
- Across the top of the screen, click on Wages & Income.
- At the screen Your income, scroll down to IRA, 401(K), Pension plan withdrawals (1099-R).
- Click Edit/Add to the right.
- At the screen Let's import your tax info, enter your 1099-R provider to see whether the provider allows TurboTax download their information.
IRS form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan.
[Edited 02/22/2021 7:53 AM PST]
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
