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posted May 15, 2021 5:55:24 PM

HAVE MY 1099-R CANNOT FIND THE FINANCIAL INSTITUTION TO IMPORT. I WORKED AT BAPTIST HEALTH AND VALIC RETIREMENT SERVICE COMPANY IS WHERE I WAS INVESTING

WHAT INSTITUTION FUNDS VALIC

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1 Replies
Level 15
May 15, 2021 5:56:13 PM

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top


Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start


If you are filing a Joint return be sure to pick which person it is for.


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