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Level 1
May 18, 2021
Question

Can I type in the Form 1099-R manually?

  • May 18, 2021
  • 2 replies
  • 22 views
I do not have a Wealthscape ID & Passwrord to allow Turbo Tax to import. I want to type the information in manually.

2 replies

Level 15
May 18, 2021

There is an option that says "I'll type it in myself."

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
LenaH
Alumni - Expert
Alumni - Expert
May 18, 2021

Yes. To type your 1099-R in manually, please complete the following steps:

  1. Open your return. 
  2. Search 1099-R with the magnifying glass tool on top of the page.
  3. Click on the Jump to 1099-R link at the top of the results.
  4. Answer yes to the question Did you get a 1099-R in 2020?
  5. Click continue to the page Get ready to be impressed.
  6. Click on Change how I enter my form.
  7. Click on Type it in myself. 
  8. Follow the on-screen instructions. 
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