You'll need to sign in or create an account to connect with an expert.
Did you try the option to enter the name yourself at the bottom of the screen ?
Yes, I attempted this step but I was advised my bank was not available to provide necessary information until January 31st. Therefore I am at a standstill until then
That is correct for that specific 1099-R from that bank. If the bank has not made it available for you (paper or online or import) then you cannot enter it yet. However, If you need to enter another 1099-R from a different bank for which you have a paper copy or is available online or importable you can advance with these steps:
1. Click Federal on left hand menu
2. Click Income & Expenses tab at top of the page
3. Scroll down to IRA, 401K, Pension Plan Withdrawals (1099-R) section
4. Click Edit/Add
5. Click Add another 1099-R
6. Answer the PDF question and click Continue
7. If no PDF then select Import or I'll Type it Myself as applicable
8 If you have PDF, then follow instructions to upload.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
javierpz
New Member
albaprecious09
New Member
utahdog
New Member
user674027142
New Member
needtaxhelp808
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.