Contact the company if you are having trouble downloading Form 1099-R from their website.
If you have a paper copy, you can enter it in TurboTax manually.
Here's how to enter the information on your Forms 1099-R:
In TurboTax Online, under Wages and Income:
- Go to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Answer Yes on the screen, Did you get a 1099-R?
- If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
- Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
- If your financial institution is a TurboTax 1099 partner, you can import your form.
- Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
- If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
- Continue answering the questions to enter or review the info from your 1099-R
See this help article for more information.
You could file for an extension if any of your needed tax information won't be available by the April 15th deadline.
If you file for an extension, include payment of any estimated taxes due.
See this tax tips article for more information from TurboTax regarding extensions.