topic How do I enter the info from the 1099R myself instead of trying to find the bank info? in Retirement tax questions

How do I enter the info from the 1099R myself instead of trying to find the bank info?

madslwd — Wed, 15 Jul 2020 04:04:35 GMT

I want to enter the info from the 1099R instead of being dazzled by Turbo. The 1099R is right in front of me. My bank statement is not. Please advise?

Re: How do I enter the info from the 1099R myself instead of trying to find the bank info?

SteamTrain — Sat, 01 Aug 2020 18:07:17 GMT

Well, first you need to get the actual 1099-R form itself separately on paper from the bank....or download a pdf from your bank/brokerage...whatever, and print it out.

Then in the TTX interview page where it asks for your bank selection to auto-import it, you ignore that and look for the text on that page that says "I'll type it in myself" and click on that instead. Then you get a fully-empty 1099-R form page to enter your values manually.

Re: How do I enter the info from the 1099R myself instead of trying to find the bank info?

Critter-3 — Sat, 01 Aug 2020 23:49:33 GMT