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Level 1
Feb 21, 2022 8:25 PM UTC
Solved

Can't enter 1099R

turbo tax wants to import but doesn't recognize my financial institution
DoninGA
DoninGAAnswer
Level 15
Feb 21, 2022 8:28 PM UTC

Then you can enter the Form 1099-R manually -

 

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add 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

1 reply

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
Feb 21, 2022 8:28 PM UTC

Then you can enter the Form 1099-R manually -

 

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add 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