Can't enter 1099R

-4emmy2 — Mon, 09 Mar 2026 05:21:43 GMT

turbo tax wants to import but doesn't recognize my financial institution

Re: Can't enter 1099R

DoninGA — Mon, 21 Feb 2022 20:28:57 GMT

Then you can enter the Form 1099-R manually -

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add 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