You can manually enter your Form 1099-R if you have no financial institution or bank name, by following the steps below.
In TurboTax Desktop:
- Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top
- Select" I'll Choose what to work on"
- In your "Income Summary" scroll down to "Retirement Plans & Social Security"
- Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)"
- Click on "Add Another 1099-R"
- Select "I'll Type it Myself"
- Select the type of Form 1099-R you have, and Continue
- Enter your "Payer Name" and the rest of your Form 1099-R details
In TurboTax Online:
- Open your return and select "Pick up where you left off"
- Select Wages & Income" in your left panel
- You will see the 1099-R's that you already entered
- Select "Add/Edit" next to the 1099-R's
- Select "Add another 1099-R"
- Select "Change how I enter my form"
- Select "Type it myself"
- Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider")
- Select "Continue"
- Enter your Payer Information and the rest of your Form 1099-R details
Click here for additional information on entering Form 1099-R into TurboTax.
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