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1099R's get mailed out to you by end of January /mid February. You might be able to import your 1099R through the TT site, but not all financial institutions even have them available for import this early. You need the usual password,etc that you use on the bank/broker's website to access your 1099R for import.
1099R's get mailed out to you by end of January /mid February. You might be able to import your 1099R through the TT site, but not all financial institutions even have them available for import this early. You need the usual password,etc that you use on the bank/broker's website to access your 1099R for import.
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