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posted Jul 13, 2020 8:14:14 AM

If I have retirement income (Form 1099-R)from Metropolitan Life and from JP Morgan Chase Bank Tefra Acct, and don’t have a user id and password from either of them, how can I complete my turbo ta

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1 Replies
Level 15
Jul 13, 2020 8:15:52 AM

Don't enter the bank name and don't try to import it. It is just as fast and easy to manually enter it. When you enter a 1099 the first screen is How to Enter, by Import or Enter it Myself. Scroll down and click the last circle to enter it myself.

 

Enter a 1099R under
Federal on left
Wages & Income at top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update


If you get the screen of partners you can import from click the bottom circle for I'll type it in myself - Continue
The next screen should be What Type of 1099R is this? With 4 choices. Pick the right kind you have.
And on the same screen you pick which person it is for if you are married.