@con2160813
Your form is a 1099-R...it is NOT a W-2 (though in the first year of retirement, you may alos have a W-2).
Make sure you keep those forms separate....in their own areas.
Thousands of Providers do not have the special import files that are required for an easy import, and are not listed.
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SO you still load it in the 1099-R area, but you enter it manually.
When you go into the 1099-R area, and you select the 1099-R form, you will be able to select a link to "Type it in Myself" then manually enter the data from your 1099-R on the pages that follow.
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On the Provider page, where the various Payers are listed,
1) go to the bottom of the page and select "Change how I enter my form"
and on the next page
2) Select...."Type it in myself"
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
