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New Member
posted Mar 18, 2022 10:06:18 AM

turbotax not importing e*trade 1099-r for RMD

Turbotax imports 1099-int and div from e*trade but will not import a 1099-R for required minimum distribution from my IRA account....any ideas?

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3 Replies
Expert Alumni
Mar 19, 2022 6:44:20 AM

If you are having trouble importing your Form 1099-R then you can enter the form manually:

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. On the "Let's import your tax info" screen click "Change how I enter my form"
  5. On the "How do you want to enter your 1099‑R?" screen click "Type it in myself"

 

If you still need additional help then please see What is the TurboTax phone number?

 

New Member
Mar 21, 2022 6:10:44 AM

Thanks, I understand I can do it manually.   My question is why doesn’t the auto import work for the 1099-R;  it imports div/int 1099 but not the 1099-r…is that a bug?

Intuit Alumni
Mar 21, 2022 6:30:49 PM

It is not a current known issue. In order for us to better look into it, we would need to be able to watch the process live. In order to do this, you would need to contact us by phone by following the instructions here