I entered transamerica retirement solutions no results for 1099r

swampfilly — Tue, 30 Mar 2021 22:50:17 GMT

well

Re: I entered transamerica retirement solutions no results for 1099r

LinaJ2020 — Tue, 30 Mar 2021 23:57:49 GMT

It is because TransAmerica is not one of the partners with TurboTax for import. Check here: Import partners You might want to manually enter the information. Here are the steps:

In TurboTax online,

Sign in to your account and select Pick up where you left off
From the upper right menu, select Search and type in 1099r and Enter
Select the Jump to 1099r
On-screen, Let's import your tax info, select I'll type it in myself

You received a Form 1099-R when you have taken any distribution from the retirement accounts. If you are under age 59 1/2, due to the Section 2202 CARES Act, if your distribution is related the Covid-19, you will not be liable for a 10% additional penalty. For more information from the IRS, click here: Covid Relief. If your distribution is not related to the Covid, you will need to pay the penalty.

Re: I entered transamerica retirement solutions no results for 1099r

VolvoGirl — Tue, 30 Mar 2021 23:58:43 GMT

It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

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

topic I entered transamerica retirement solutions no results for 1099r in Retirement tax questions

I entered transamerica retirement solutions no results for 1099r

Re: I entered transamerica retirement solutions no results for 1099r

Re: I entered transamerica retirement solutions no results for 1099r