Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

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

cancel
Showing results for 
Search instead for 
Did you mean: 
lisa04477
New Member

Does not retrieve the name of my Pension Retirement System?

 
2 Replies
SteamTrain
Level 15

Does not retrieve the name of my Pension Retirement System?

There are hundreds  of systems that are not import partners.

 

So you ignore attempting to import it, and change how it's entered...and Type It In Myself using your paper copy..

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
SamS1
Expert Alumni

Does not retrieve the name of my Pension Retirement System?

You have the option to enter your 1099R manually.  At the screens with the financial institutions click on "Change how I enter my form". On the next screen click "I'll type it myself".  There you can manually enter the amounts from your 1099R

 

Make sure and enter all information from the 1099R in the corresponding boxes in TurboTax.  The information will flow to the necessary tax forms to determine taxability.

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.63m
Discussions

Manage cookies
v