Can I use turbo tax for my IRA withdrawal if I don...
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jyperry2000
New Member

Can I use turbo tax for my IRA withdrawal if I don't handle my investments on line. I don't have an "online access user id" for my investment company.

It seems cannot proceed without that information
2 Replies
VolvoGirl
Level 15

Can I use turbo tax for my IRA withdrawal if I don't handle my investments on line. I don't have an "online access user id" for my investment company.

Yes you can enter everything manually.   You don't enter investments in a IRA.  You just enter the 1099R for the withdrawal.

 

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start

 

If you are filing a Joint return be sure to pick which person it is for.

 

It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

jyperry2000
New Member

Can I use turbo tax for my IRA withdrawal if I don't handle my investments on line. I don't have an "online access user id" for my investment company.

Thank you for that!!  Greatly appreciate it! 😊

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