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Level 1
June 1, 2019
Question

I did not receive a physical copy of a 1099-R from one of my financial institutions. Is there a way for me to try and import it from the institution?

  • June 1, 2019
  • 1 reply
  • 5 views
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1 reply

Level 15
June 1, 2019

If your financial institution participates in the TurboTax Partner program, you can import your 1099. Once you have confirmed if your financial institution is a partner via the link I provided, please see the below FAQ for instructions on how to import your 1099:

https://ttlc.intuit.com/replies/3389470

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