How do I get my 2024 Form 1099-R from SEIU?

[vandrcollister]

Can Turbo Tax retrieve my 2024 Form 1099-R from SEIU?

[xmasbaby0]

You can try importing the documents, but only if your financial institution is on the list of the ones who are partnered with TurboTax to allow importing to tax software.  Otherwise, you have to obtain it and type it in yourself.

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.