topic I have a 1099-R form from The Northern Trust Company. I do not have a 24 character number at the bottom of my form. in Retirement tax questions

I have a 1099-R form from The Northern Trust Company. I do not have a 24 character number at the bottom of my form.

dederad — Tue, 14 Jul 2020 21:53:36 GMT

I lost my job and moved my 401K to Wells Fargo. I also moved stocks.

Re: I have a 1099-R form from The Northern Trust Company. I do not have a 24 character number at ...

GiseleD — Tue, 14 Jul 2020 22:14:12 GMT

Here's how to enter the 1099R:

Open (continue) return if you don't already have it open.
Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
Answer Yes on the Your 1099-R screen, then select Continue.
- If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
Select how you want to enter your 1099-R (type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

Here's where you enter your 1099-B in TurboTax if you sold stocks:

Open (continue) your return if it isn't already open.
In TurboTax, search for 1099-B and then select the Jump to link in the search results.
Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019? If you see Here's the info we have for these investment sales, select Add More Sales.
Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
At Let's get your tax info, choose type it in yourself.
Follow the instructions.

Re: I have a 1099-R form from The Northern Trust Company. I do not have a 24 character number at the bottom of my form.

tarafrom — Sun, 04 Apr 2021 03:10:17 GMT

i dont see it either? did you ever figure out what 24 character is needed?

Re: I have a 1099-R form from The Northern Trust Company. I do not have a 24 character number at ...

SamS1 — Sun, 04 Apr 2021 22:30:14 GMT

The 24 character number is probably a document locator number for the TurboTax upload. It would be much easier and quicker to enter your 1099R manually. After you have logged in and are in your return in TurboTax Online:

Go to Search at the top of the screen.
Enter Form 1099-R in the search box.
You will see a Jump To function that will take you to the 1099-R input screens.
Add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"