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posted Apr 14, 2025 3:36:25 PM

how to upload a 1099-R from a company not on the Intuit list

I have three 1099-Rs and one (Venerable Annuity) is not on your list of companies.  it's the most important of the three.  How can I upload this 1099R?

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1 Replies
Level 15
Apr 14, 2025 3:40:08 PM

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.