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cklein153
New Member

Turbotax won't allow me to review or add my CalPers 1099-R information. It just takes me to a list of unrelated banks.

It recognizes it from last year but when I review it or try to add as new, it takes me to a list of banks and won't let me proceed.
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2 Replies

Turbotax won't allow me to review or add my CalPers 1099-R information. It just takes me to a list of unrelated banks.

If it wants you to import it.......
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

JulieS
Expert Alumni

Turbotax won't allow me to review or add my CalPers 1099-R information. It just takes me to a list of unrelated banks.

On the page with all the banks, if you scroll to the very bottom, you should see a box that says Change how I enter my form. on the right. Click on that.

 

On the next screen, at the bottom right, you should see, Type it in myself. Click on that and you will be able to enter your 1099-R starting on the next page. 

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