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New Member
posted Feb 8, 2025 4:18:54 PM

how do I enter 1099-R numbers manually? for example,i try inputting guardian insurance manually and all I get is turbo tax does not recognize that name

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1 Replies
Expert Alumni
Feb 8, 2025 4:33:13 PM

You can input your 1099-R manually.

 

Here is how to do this in TurboTax Online:

 

  • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Add a 1099-R
  • Select "Change how I enter my form"
  • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
  • Next it ask "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
  • Now, you can input your 1099-R provider's info, and continue through the rest of the interview