Can't put 1099-R info in

If TurboTax can not find BNY Mellon Bank (or BNY Mellon/Pershing) for an automatic import, you can select "I'll type it in myself" to enter your Form 1099-R manually.

 

 If you are using TurboTax Online you can enter your Form 1099-R manually as follows: 

1. Go to your TurboTax Online Account.
2. Click on "Search" in the top right of your TurboTax screen
3. Type "Form 1099R" in the search bar and hit enter
4. Click on the link "Jump to Form 1099R"
5. if you need to add a new Form 1099-R, select "Add another 1099-R"
6. If this is your first 1099-R  you are entering, your screen will say, "Did you get a 1099-R in 2025?"
7. Click on "Yes"
8. Answer all of the follow-up questions regarding your Form 1099-R

 

If you are using TurboTax Desktop, you can enter your Form 1099-R manually as follows:

1. Open your tax return
2. Click on "Search" in the top right of your TurboTax screen
3. Type "Form 1099R" in the search bar and hit enter
4. Click on the link "Jump to Form 1099R"
5. If you need to enter a new form 1099-R, select "Add another 1099-R"
6. If this is your first 1099-R  you are entering, your screen will say, "Did you get a 1099-R in 2025?"
7. Click on "Yes"
8. Answer all of the follow-up questions regarding your Form 1099-R

 

For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"

  

Please return to Community if you have any additional information or questions and we would be happy to help.