There is no Document ID number on a From 1099-R. What type of Form 1099-R are you trying to enter?
Form 1099-R, RRB-1099-R, CSF-1099-R, CSA -1099-R
IRS Form 1099-R - https://www.irs.gov/pub/irs-pdf/f1099r.pdf
I'm trying to connect my financial institution with turbo tax and it asks for account number and document id number specified as an 11 digit number found on the top right of the form.
@lorikking wrote:
I'm trying to connect my financial institution with turbo tax and it asks for account number and document id number specified as an 11 digit number found on the top right of the form.
Then they have to be referring to the OMB Number that is on every IRS form or schedule.
For the Form 1099-R this is what I believe they need OMB No. 1545-0119
"11-digit number found at the top right of the form"
Several financial institutions require a specific and proprietary document ID number as part of the importing log-in process. If it's not on your form, it might be visible when you view the 1099 within your financial account. If you still can't find it, you can talk to the financial institution and ask them exactly where you can get it. Or you can enter the 1099 manually.
The OMB is 8 digit. They are specifically looking for an 11 digit number.
I am having trouble locating the CSA "A" and CSF "F" number to log into my OPM/FERS.gov account. Help!
It seems we are experiencing similar issues - the CS number is supposed to be on the 1099-R Form "near the top." Signing off. Thank you!
I will give it one last try. I entered every number I found on the 1099-R I recently downloaded from "MyPay DFAS."
It should be just as easy or easier to enter the 1099R manually. Choose Skip Import or Enter a different way, then choose Type it in myself.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
For state boxes, if box 16 is empty or zero then for box 16 State Distribution put the same amount that’s in box 1. If box 14 is blank you can leave boxes 14,15 & 16 blank.