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Retirement tax questions
The 24 character number is probably a document locator number for the TurboTax upload. It would be much easier and quicker to enter your 1099R manually. After you have logged in and are in your return in TurboTax Online:
- Go to Search at the top of the screen.
- Enter Form 1099-R in the search box.
- You will see a Jump To function that will take you to the 1099-R input screens.
- Add a new 1099R and manually enter your 1099R.
At the financial services screens, click "Change how I enter my form" then "Type it myself"
‎April 4, 2021
3:30 PM