Is there another add my 1099-R when it’s not listed on the financial institution list?

Is there another way to add

136

Expert Alumni

Apr 13, 2025 11:37:46 AM

You can input your 1099-R manually (or upload from a file).

Here is how to do this in TurboTax Online:

Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
Add a 1099-R
Select "Change how I enter my form"
On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
Now, you can input your 1099-R provider's info, and continue through the rest of the interview