The system will not allow ,me to enter a 1099 R from the Defense Finance and Accounting Service. When I click on the magnifying glass next to Defense Finance and Accounting Service the system brings up the Charles Swab info. Help!

818

Expert Alumni

Mar 10, 2025 7:35:11 PM

Enter your 1099-R manually instead of trying to import it. Click on skip import (desktop versions) on the import screen. Then select Change the way I enter my form. Then select Type it in myself. Where do I enter a 1099-R?

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The system will not allow ,me to enter a 1099 R from the Defense Finance and Accounting Service. When I click on the magnifying glass next to Defense Finance and Accounting Service the system brings up the Charles Swab info. Help!