If it does not match the name on the form, you should not use it. Start by checking if your financial institution or brokerage is a TurboTax 1099 partner (scroll down and select the 1099/1098 Partners tab). If your institution isn't on the list, you won't be able to import. BNY MELLON | PERSHING is on the list. If that matches your Form 1099.
If it is not listed, you can enter your Form 1099_R manually as follows:
You can do the following in TurboTax to delete or enter a Form 1099-R:
- Continue your tax return
- Click on the Search icon at the upper right of your TurboTax screen
- Type "1099-R" in the search bar and hit enter
- Click on the link "Jump to 1099-R"
- This will take you to the 1099-R section of your TurboTax program.
- if you need to add a Form 1099-R, select "Add another 1099-R"
- You can select "I'll type it myself" to enter it manually.
- To delete the form, you can click on the garbage can next to it
Click here for instructions on where to enter your Form 1099-R.
Click here for "How Do I View and Delete Forms in TurboTax Online"
Click here for "How to Delete Forms in TurboTax Desktop".
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