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

[DawnC]

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

[benarendse48]

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

[DawnC]

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.  

[benarendse48]

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.

[LindaS5247]

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.