Retirement tax questions
It sounds like you are trying to import the 1099s, and there is no import functionality with your issuer. However, you can import a pdf from your computer, or a quick way to do this is to manually import the 1099s.
Here is how to do this in TurboTax Online:
- Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
- Add a 1099-R
- Select "Change how I enter my form"
- On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
- Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
- Now, you can input your 1099-R provider's info, and continue through the rest of the interview.
