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eastonad
New Member

BRIGHTHOUSE LIFE INSURANCE NOT LISTED FOR A FINACIAL INSTITUTION TO COMPLETE MY 1099-R

 
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MichaelMc
New Member

BRIGHTHOUSE LIFE INSURANCE NOT LISTED FOR A FINACIAL INSTITUTION TO COMPLETE MY 1099-R

If your financial institution does not have an arrangement with TurboTax to download your Form 1099-R information, do not be overly concerned. On the 1099-R screen, simply click the button that says you will enter the information manually. Entering a 1099-R is easy: provide the payer's name, address, and TIN. Enter Boxes 1 and 2 and the checkboxes immediately below. Be certain to enter the correct distribution code(s) and any federal taxes withheld. Usually, that will be the extent of it, but if there is any information in any other boxes, enter that into TurboTax also.

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