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New Member
posted Mar 30, 2021 3:50:17 PM

I entered transamerica retirement solutions no results for 1099r

well

0 2 2628
2 Replies
Expert Alumni
Mar 30, 2021 4:56:27 PM

It is because TransAmerica is not one of the partners with TurboTax for import.  Check here:  Import partners  You might want to manually enter the information.  Here are the steps:

 

In TurboTax online,

  • Sign in to your account and select Pick up where you left off
  • From the upper right menu, select Search and type in 1099r and Enter
  • Select the Jump to 1099r
  • On-screen, Let's import your tax info, select I'll type it in myself

 

You received a Form 1099-R when you have taken any distribution from the retirement accounts.  If you are under age 59 1/2, due to the Section 2202 CARES Act, if your distribution is related the Covid-19, you will not be liable for a 10% additional penalty.  For more information from the IRS, click here: Covid Relief.  If your distribution is not related to the Covid, you will need to pay the penalty. 

 

 

 

 

 

 

 

 

Level 15
Mar 30, 2021 4:58:43 PM

It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself