BillM223
Expert Alumni

Retirement tax questions

TurboTax can't guarantee having 1099-Rs for download. If you can't download it, you can always type it in by hand, so you'll need to get a printed copy of the information on the 1099-R.

 

Can you contact State Street and have them send you a copy of the form by email or text? Or in the last case, log into State Street (if you can) and do screen shots of the 1099-R.

 

Do whatever it takes to be able to enter the data from the 1099-R by hand into TurboTax.

 

@tikihorse 

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