Turbo Tax is not recognizing State Street Bank on my 1099R and I can’t enter this as a new 1099R. They want $89 To talk to someone?

[xmasbaby0]

If the drop down list of banks does not include your bank, then choose "I'll type it in myself" and key in the 1099R by hand.  And...you are misunderstanding something -- they do not charge you $89 to talk to someone.

[JulieS]

If your payer isn't listed as an import partner, you can still enter your 1099-R in TurboTax, it's just a little more effort. 

Here's how to do it manually:

 

1. Sign in to your TurboTax account.
2. Select Wages & Income.
3. Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), under Retirement Plans and Social Security, select Start or Revisit to the right.
4. Answer Yes to Did you get a 1099-R in 2023?
5. On the screen Let's import your tax info, scroll to the bottom and select Change how I enter my form. 
6. The next screen will show you additional options for importing your 1099-R form. You can select one, or scroll to the bottom and select Type it in myself. Either way, follow the on-screen instructions to enter your form.