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CROWNER3
New Member

Why won't turbo tax let me enter 1099R manually? when I click on financial institution box it won't go further?

 
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2 Replies
MindyB
Expert Alumni

Why won't turbo tax let me enter 1099R manually? when I click on financial institution box it won't go further?

Make sure after you click the box for financial institution, you select continue.  If that fails, try clearing your cache and cookies before re-attempting the steps.

 

Here is how to do this in TurboTax Online:

 

  • Navigate to Federal > Wages & Income > Wages & Income Summary > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
  • Add a 1099-R or say "Yes" you got a 1099-R in 2025
  • Select "Enter a different way"
  • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
  • Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
  • Now, you can input your 1099-R provider's info.

Why won't turbo tax let me enter 1099R manually? when I click on financial institution box it won't go further?

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


Online editions -

 

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

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