2280399
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

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
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

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

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question