DanaB
Expert Alumni

Retirement tax questions

That is something that you set up with your bank. But if you have the form 1099R in front of you then you can skip the import and enter the information yourself. On the "Let's get your tax info. We’ll help you find and import info from your bank or financial institution" screen scroll down and click on the "I'll type it in myself" button (see picture). Then you can enter the information yourself.