turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

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

 
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
MindyB
Employee Tax Expert

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

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

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question