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New Member
posted Apr 17, 2023 4:21:50 PM

Can't find my Retirement company on list, what should I do?

On form 1099-R it is Valic, that changed to AIG THEN MAYBE  Corebridge

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2 Replies
Level 15
Apr 17, 2023 4:23:35 PM

Don't import  it.   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

 

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

 

Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.

Level 15
Apr 17, 2023 4:24:14 PM

If your bank/financial institution is not on the drop down list of those partnered with TurboTax to allow importing into the software then click on "I'll type it myself" and enter the information by keying it in yourself.