topic My 1099-R is from 401K . I'm retired why are you asking about the bank? in Retirement tax questions

My 1099-R is from 401K . I'm retired why are you asking about the bank?

bjoann34 — Thu, 11 Mar 2021 20:40:26 GMT

Retired took money from 401k does that have to do with the bank?

Re: My 1099-R is from 401K . I'm retired why are you asking about the bank?

BillM223 — Thu, 11 Mar 2021 21:27:36 GMT

Please tell us the exact question you are being asked, and the title at the top of the screen that you are on.

Remember that we in the Community cannot see your private tax data nor the screen you are on, so help us help you.

Re: My 1099-R is from 401K . I'm retired why are you asking about the bank?

SweetieJean — Thu, 11 Mar 2021 23:47:14 GMT

I think it is asking you which bank or plan administrator sent you the payments, so that the TT program can pull the 1099-R directly from them.

Re: My 1099-R is from 401K . I'm retired why are you asking about the bank?

VolvoGirl — Thu, 11 Mar 2021 23:49:54 GMT

Are you trying to enter a 1099?

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

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