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New Member
posted Jan 31, 2025 4:48:07 PM

how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer firefighter pension

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6 Replies
Expert Alumni
Jan 31, 2025 4:50:45 PM

Click on the box that says Change how I enter my form, and then choose Type it in myself.    Skip the import option.  

 

New Member
Jan 31, 2025 5:01:37 PM

thank you. I tried that and it does not recognize and will not let me add it. 

Expert Alumni
Jan 31, 2025 5:21:59 PM

Does your 1099-R look like the one below?   After you click on I'll type it in myself, a blank form should appear.   What version are you using and is it Online or Desktop?    Where do I enter a 1099-R?  Use the instructions in this link.  

 

New Member
Jan 31, 2025 5:55:45 PM

Yes, it does look like the one below. I entered 2 others that were listed on the drop down. this one is not listed and when I go to the search bar it doesn't recognize it.

Expert Alumni
Feb 5, 2025 5:57:08 PM

You can manually enter your Form 1099-R if you have no financial institution or bank name, by following the steps below.

 

In TurboTax Desktop: 

  1. Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top
  2. Select" I'll Choose what to work on"
  3. In your "Income Summary" scroll down to "Retirement Plans & Social Security"
  4. Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)"
  5. Click on "Add Another 1099-R"
  6. Select "I'll Type it Myself"
  7. Select the type of Form 1099-R you have, and Continue
  8. Enter your "Payer Name" and the rest of your Form 1099-R details

In TurboTax Online:

  1. Open your return and select "Pick up where you left off"
  2. Select Wages & Income" in your left panel
  3. You will see the 1099-R's that you already entered 
  4. Select "Add/Edit" next to the 1099-R's
  5. Select "Add another 1099-R"
  6. Select "Change how I enter my form"
  7. Select "Type it myself"
  8. Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider")
  9. Select "Continue"
  10. Enter your Payer Information and the rest of your Form 1099-R details

Click here for additional information on entering Form 1099-R into TurboTax.

New Member
Mar 13, 2025 9:14:35 AM

Turbotax thinks people are stupid. They have made it less user friendly so you have to pay for their help services I will be switching to another tax program next year. Shameful, I hope they loose money rather than get richer