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My financial institution " the northern trust company is not on the list for 1099r

my financial institution " the northern trust company" is not on the list to choose from for 1099r
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1 Reply
rjs
Level 15
Level 15

My financial institution " the northern trust company is not on the list for 1099r

Not all financial institutions are import partners with TurboTax. It's up to the financial institution to decide whether or not to partner with TurboTax for importing 1099-R information. If the financial institution that issued your 1099-R is not an import partner, you have to enter the 1099-R manually. On the screen that asks how you want to enter your 1099-R, select "I'll type it in myself." If you are on the screen to "Search for Your Financial Institution," click the button at the bottom that says "Skip Search."

 

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