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Please tell us the exact question you are being asked, and the title at the top of the screen that you are on.
Remember that we in the Community cannot see your private tax data nor the screen you are on, so help us help you.
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.
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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