topic how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer firefighter pension in Retirement tax questions

how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer firefighter pension

benarendse48 — Wed, 28 Jan 2026 05:57:05 GMT

Re: how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer fir...

DawnC — Sat, 01 Feb 2025 00:50:45 GMT

Click on the box that says Change how I enter my form, and then choose Type it in myself. Skip the import option.

Re: how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer fir...

benarendse48 — Sat, 01 Feb 2025 01:01:37 GMT

thank you. I tried that and it does not recognize and will not let me add it.

Re: how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer fir...

DawnC — Sat, 01 Feb 2025 01:21:59 GMT

Does your 1099-R look like the one below? After you click on I'll type it in myself, a blank form should appear. What version are you using and is it Online or Desktop? Where do I enter a 1099-R? Use the instructions in this link.

Re: how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer fir...

benarendse48 — Sat, 01 Feb 2025 01:55:45 GMT

Yes, it does look like the one below. I entered 2 others that were listed on the drop down. this one is not listed and when I go to the search bar it doesn't recognize it.

Re: how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer fir...

LindaS5247 — Thu, 06 Feb 2025 01:58:23 GMT

You can manually enter your Form 1099-R if you have no financial institution or bank name, by following the steps below.

In TurboTax Desktop:

Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top
Select" I'll Choose what to work on"
In your "Income Summary" scroll down to "Retirement Plans & Social Security"
Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)"
Click on "Add Another 1099-R"
Select "I'll Type it Myself"
Select the type of Form 1099-R you have, and Continue
Enter your "Payer Name" and the rest of your Form 1099-R details

In TurboTax Online:

Open your return and select "Pick up where you left off"
Select Wages & Income" in your left panel
You will see the 1099-R's that you already entered
Select "Add/Edit" next to the 1099-R's
Select "Add another 1099-R"
Select "Change how I enter my form"
Select "Type it myself"
Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider")
Select "Continue"
Enter your Payer Information and the rest of your Form 1099-R details

Click here for additional information on entering Form 1099-R into TurboTax.

Re: how to enter a 1099-R when there is no financial inst. or bank name? it is from volunteer fir...

me3241 — Thu, 13 Mar 2025 16:14:35 GMT

Turbotax thinks people are stupid. They have made it less user friendly so you have to pay for their help services I will be switching to another tax program next year. Shameful, I hope they loose money rather than get richer