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hwpoxon
New Member

I have entered some 1099-R now I want to down load my many IRA withdrawals. how/what is the path/clicks to access this option?

 
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‎May 31, 2019 8:08 PM
last updated ‎May 31, 2019 8:08 PM
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xmasbaby0
Level 15
Level 15

I have entered some 1099-R now I want to down load my many IRA withdrawals. how/what is the path/clicks to access this option?

There is no reason to download all of the activity you had on your IRA to TurboTax.  The distributions from your IRA are included in the 1099R that you entered. If you just want your own record of your various withdrawals, dates, etc. you do not do that through TurboTax.  Go to the financial institution's website and do that for yourself.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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‎May 31, 2019 8:08 PM
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3 Replies
xmasbaby0
Level 15
Level 15

I have entered some 1099-R now I want to down load my many IRA withdrawals. how/what is the path/clicks to access this option?

There is no reason to download all of the activity you had on your IRA to TurboTax.  The distributions from your IRA are included in the 1099R that you entered. If you just want your own record of your various withdrawals, dates, etc. you do not do that through TurboTax.  Go to the financial institution's website and do that for yourself.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎May 31, 2019 8:08 PM
0
1
589
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hwpoxon
New Member

I have entered some 1099-R now I want to down load my many IRA withdrawals. how/what is the path/clicks to access this option?

My problem is I can not get to the GUI (Graphic User interface) to access the ‘down load option’. When I click on the page to enter the 1099R it only lets me enter then manually. Can you provide me with the click-by-click instructions to thee to the down load GUI?
‎May 31, 2019 8:08 PM
0
588
Reply
Bookmark Icon
hwpoxon
New Member

I have entered some 1099-R now I want to down load my many IRA withdrawals. how/what is the path/clicks to access this option?

My problem is I can not get to the GUI (Graphic User interface) to access the ‘down load option’. When I click on the page to enter the 1099R it only lets me enter then manually. Can you provide me with the click-by-click instructions to thee to the down load GUI?

‎May 31, 2019 8:09 PM
0
588
Reply
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