1099-R bank and brokerage information missing

[user17747217286]

I'm trying to enter a 1099-R for Life Insurance Co of the Southwest in and they don't come up as a option or allow me to enter the information myself.  What is the trick to get by this?

[MindyB]

You can input the 1099-R manually.  Not all banks make uploading available. 

Here is how to do this in TurboTax Online:

• Navigate to Federal > Wages & Income > Wages & Income Summary > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
• Add a 1099-R or say "Yes" you got a 1099-R in 2025
• Select "Enter a different way"
• On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
• Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
• Now, you can input your 1099-R provider's info (Life Insurance Co of the Southwest), and continue through the rest of the interview

[user17747217286]

Thanks for the quick reply, but I’m not being given the option to enter manually the tool keeps sending me back to the list. Is the problem that I’m not using the online version of turbo tax and have the software loaded to my PC?

[JohnB5677]

Do you see an option at the bottom of the list to [+ Add another 1099-R]

To enter a 1099-R manually in the Desktop version of TurboTax, follow these steps.

Log in to Turbotax

1. Under Federal
2. Select Wages $ Income
3. Scroll to Retirement Plans and Social Security (1099-R) 
4. [Start/Update]
5. Choose to skip import
6. Select [Type it in myself]
7. You can now post your 1099-R into the program

If you have a problem, please identify the line number where it failed.

@user17747217286 

[user17747217286]

Sorry, still does not offer an option to manually add the 1099-R

[DoninGA]

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@user17747217286 wrote:

Sorry, still does not offer an option to manually add the 1099-R

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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

Online editions -

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Desktop editions -

On the screen Did you get a 1099-R in 2025? answer Yes

On the screen Choose all the situations that apply to you, select Skip this

On the screen Let us Enter Your Bank and Brokerage Tax Documents, select Skip Import

On the screen Who gave you a 1099-R, choose an option and Continue