I'm trying to import 1099 R into Turbo Tax. Login (into investment account) is not working because the investment account has been closed because of total withdrawal, and investment company is not returning my calls. Is there any way to import without using log in information for investment company account?
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No, if you do not have valid login credentials then instead of importing the information, click on "I'll type it in myself" and enter your 1099R by keying it in by hand.
No, there's not way to import the form without logging into the account, but you may be able to upload it.
Here's how to enter the form manually:
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