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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.
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.
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