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imperial1964
New Member

The Federal Tax program doesn't allow another 1099r entry without asking for my banks name or URL. How can I enter another 1099r?

And is this question new to turbotax? I don't recall it last year.
3 Replies
Critter
Level 15

The Federal Tax program doesn't allow another 1099r entry without asking for my banks name or URL. How can I enter another 1099r?

Did you try the option to enter the name yourself  at the bottom of the screen ?  

 

type it myself .jpg

imperial1964
New Member

The Federal Tax program doesn't allow another 1099r entry without asking for my banks name or URL. How can I enter another 1099r?

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

 

DMarkM1
Employee Tax Expert

The Federal Tax program doesn't allow another 1099r entry without asking for my banks name or URL. How can I enter another 1099r?

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.

 

   

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