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I have multiple 1099 forms from the same brokerage. TurboTax won't let me retrieve the additional sets. How do I get around this problem with you software?
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Retirement tax questions
You may need to enter the other 1099Rs manually from the hard copy. 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.
- Then 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"
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Retirement tax questions
This defeats the whole purpose of automatic download of the data, which eliminates data entry errors. Why do I bother with this software if I just have to enter the data myself?
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Retirement tax questions
The interaction with each broker, bank, and issuer is different due to the different software interacting.
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Retirement tax questions
So, what you are saying is that TurboTax is working as designed. The problem is on my Broker's end. Would it be a simple matter to re-prompt for the account number like it did the first time and like it did last year? That way I can enter the account number I actually wanted to grab. Are you telling me that it's my broker's software asking for the account number? It sure looked like TurboTax to me.