turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

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

mcnyman28
New Member

How do I enter a 1099-R from a pension? It does not come from a bank?

 
Connect with an expert
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

How do I enter a 1099-R from a pension? It does not come from a bank?

You will use the Payer name shown on your 1099-R instead, but see the following for what you are encountering and how to get around it:

 

To enter a 1099-R in Online TurboTax, here's a shortcut to the Retirement Income section:

 

  • Open your return, if not already open.
  • At the top click on the Search tab.
  • Enter the term 1099-R without quotes and then click the small magnifying glass icon.
  • Choose Jump to 1099-R.

When you get to the entry page, a screen "Lets import your tax information" may ask you to enter a bank/financial institution name or to click on a financial institution's logo. That is optional and only if you want to import it, and in order to import, the institution has to be an import partner with TurboTax.  If you don't want to import it, or if your institution doesn't participate, you can leave that bank/institution field blank and scroll down to the bottom right of that screen and choose "I'll type it in myself."   You'll then be able to enter the financial institution or "Payer" shown on your form and the other info from your 1099-R.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies