rjs
Level 15
Level 15

Retirement tax questions

What do you mean by "1099-R recipients"? You cannot issue a 1099-R. If you receive income from a retirement account, you are the recipient of the income and the recipient of the 1099-R. The company that pays the income to you is the payer, and the issuer of the 1099-R.


Do you mean that you received a 1099-R from John Hancock Multimanager LS Conservative A and you want to import it into TurboTax? It's up to the paying company to decide whether to partner with TurboTax for importing 1099-R forms. If the company that you received a 1099-R from is not a TurboTax import partner, you have to enter the 1099-R manually, following the instructions that DoninGA gave you. You could ask the company that issued the 1099-R to partner with TurboTax for future years, but you cannot add them to the partner list yourself.