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New Member

How do I enter the info from the 1099R myself instead of trying to find the bank info?

I want to enter the info from the 1099R instead of being dazzled by Turbo.  The 1099R is right in front of me.  My bank statement is not. Please advise?
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Level 15

How do I enter the info from the 1099R myself instead of trying to find the bank info?

Well, first you need to get the actual 1099-R form itself separately on paper from the bank....or download a pdf from your bank/brokerage...whatever, and print it out.

 

Then in the TTX interview page where it asks for your bank selection to auto-import it, you ignore that and look for the text on that page that says "I'll type it in myself" and click on that instead.  Then you get a fully-empty 1099-R form page to enter your values manually.

 

 

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Level 3

How do I enter the info from the 1099R myself instead of trying to find the bank info?

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