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It is asking me for an online ID and passcode for the financial institution that is listed on my 1099R, I don't have either
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February 18, 2020
8:55 AM
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Retirement tax questions
Then enter the Form 1099-R manually.
To enter, edit or delete a form 1099-R -
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
February 18, 2020
8:57 AM
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Retirement tax questions
We in the Community have no way of knowing what your account login and password are with the financial institution.
Please do as DoninGA suggested above and just type the 1099-R in manually.
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March 5, 2020
7:16 AM