Can I enter my 1099R manually instead of giving Turbo Tax my login/password to my investments?

Forum|Forum|6 years ago
July 9, 2020
2 replies
21 views

No text available

TurboTax Deluxe Online

Best answer by mesquitebean

When you get to the 1099-R section, you will see a screen with a lot of financial logos and a search line for your financial institution. Just ignore that screen. That's only if you want to import the 1099-R. So leave the financial institution search line blank and do not select a logo. Instead, way down in the lower right corner is a gray button "I'll type it in myself." Click that, and on a subsequent screen you can manually type in the institution name and the data from your 1099-R.

DoninGA

Level 15

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

mesquitebeanAnswer

Level 15

LGB915Author

Level 2

Found it. Than you so much. Now once I've filled everything that my 1099-R form has & click continue, it tells me to go back and correct error but doesn't highlight any box(es). I have gone back to each field and matched it with my form. Seems TurboTax is MUCH more difficult to use this year. I've never had problems in all the years I've been using it (well over 10).

VolvoGirl

Level 15

Yes. It might be just as fast and easy to manually enter any 1099.

You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.

OR Enter a 1099R under
Federal on left
Wages & Income at top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update

If you get the screen of partners you can import from click the bottom circle for I'll type it in myself - Continue
The next screen should be What Type of 1099R is this? With 4 choices. Pick the right kind you have.
And on the same screen you pick which person it is for if you are married.