rjs
Level 15
Level 15

Retirement tax questions

Please be more specific about what you mean by "won't let me." What exactly happens when you try to enter the 1099-R? Are you entering it manually or trying to import it? What screen are you on when you have a problem? Do you get to the screen where you enter all the information from the 1099-R? If you get an error message, what is the complete exact message?


If you are trying to import the 1099-R, enter it manually instead. On the screen that asks "How do you want to enter your 1099-R," select "I'll type it in myself." If you are on the screen that says "Search for Your Financial Institution," click the button at the bottom that says "Skip Search."