turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

gmtuzi
New Member

What do I put when it asks for the name of the financial institution if my 1099-R for my Post Office retirement has none?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
DanaB27
Expert Alumni

What do I put when it asks for the name of the financial institution if my 1099-R for my Post Office retirement has none?

You can skip the import and enter Form 1099-R manually:

 

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

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies