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I'm unable to import my 1099R from my bank, because it's not on the drop down menu. I'm also unable to enter manually.

 
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3 Replies

I'm unable to import my 1099R from my bank, because it's not on the drop down menu. I'm also unable to enter manually.

That is strange.....what happens when you click on "I'll type it in myself"?

**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.**

I'm unable to import my 1099R from my bank, because it's not on the drop down menu. I'm also unable to enter manually.

I DON'T SHOW A OPTION TO ENTER IT MANUALLY

I'm unable to import my 1099R from my bank, because it's not on the drop down menu. I'm also unable to enter manually.

@VDANIELSON 

 

It's in there, but you might have to click thru a couple pages to get there.

 

On desktop software

 

Start in on a new 1099-R form.

on the provider selection page, click on "Skip Import".

Select the 1099-R form box.

Scroll to the bottom to "Continue"

then start entering your data

 

For "Online" software:

 

Start a new 1099-R

On the provider selection page....Click on "Enter a different way"

On the next page...DO NOT try to take a picture or import a PDF, just select "Type it in myself"

next page...Select the 1099-R form box and "Continue"

then start entering the data from your paper copy

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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