turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Ask the Experts All About the W-4! >> Event happening NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Metlife R&S is not in the 1099R table?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Metlife R&S is not in the 1099R table?

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

 

If you want to enter it manually, click the option that says “I’ll type it in myself”

 

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

 

 

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

 

**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.**
Karis_F
Expert Alumni

Metlife R&S is not in the 1099R table?

If you are not able to import your Form 1099-R into TurboTax, you can manually enter your 1099-R with the following steps:

 

1) On the 1099-R import screen in TurboTax Online, select Change how I enter my form

 

2) On the following screen, you will have these options:

 

a) Bring it over from my bank

b) Upload it from my computer 

c) Snap a photo with your phone 

d) Type it in myself

 

In TurboTax Desktop, select Skip Import on the 1099-R import screen to enter the form manually.

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question