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ralejo55
New Member

It is asking me for an online ID and passcode for the financial institution that is listed on my 1099R, I don't have either

 
3 Replies
DoninGA
Level 15

It is asking me for an online ID and passcode for the financial institution that is listed on my 1099R, I don't have either

Then enter the Form 1099-R manually.

 

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

IowaRealty05-10
New Member

It is asking me for an online ID and passcode for the financial institution that is listed on my 1099R, I don't have either

What is my passcode?

BillM223
Employee Tax Expert

It is asking me for an online ID and passcode for the financial institution that is listed on my 1099R, I don't have either

@IowaRealty05-10

 

We in the Community have no way of knowing what your account login and password are with the financial institution.

 

Please do as DoninGA suggested above and just type the 1099-R in manually.

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