turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Can not add the 1099-R's?

When I type the banks it can not find it? Why will it not find my banks?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Can not add the 1099-R's?

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

 

 

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

**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.**

Can not add the 1099-R's?

The bank may not be an import partner with TurboTax.  Enter the Form 1099-R manually.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


Online editions -

 

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question