I can not find the financial institution to enter my 1099-r?

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.  

Not all financial instructions are available for import, but you can import a pdf or type the information in manually. 

 

Here is how to do this in TurboTax Online:

 

• Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
• Add a 1099-R
• Select "Change how I enter my form"
• On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
• Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
• Now, you can input your 1099-R provider's info, and continue through the rest of the interview