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bjoann34
New Member

My 1099-R is from 401K . I'm retired why are you asking about the bank?

Retired took money from 401k does that have to do with the bank?
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3 Replies
BillM223
Employee Tax Expert

My 1099-R is from 401K . I'm retired why are you asking about the bank?

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My 1099-R is from 401K . I'm retired why are you asking about the bank?

I think it is asking you which bank or plan administrator sent you the payments, so that the TT program can pull the 1099-R directly from them.

My 1099-R is from 401K . I'm retired why are you asking about the bank?

Are you trying to enter a 1099? 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

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