How do I give the system investment account info?

The system said it would get 1099-R info from the investment co but the system does not have that info

posted

See this FAQ for instructions on how to import 1099 forms. Note that some (many) financial institutions will not have all 1099s ready for import this early (Feb 8). Also note that how you need to be registered with the financial institution will vary. Frequently, but not always, you will use your standard web login credentials.

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

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