topic Can I manually load my 1099R instead of linking my financial account? in Retirement tax questions

Can I manually load my 1099R instead of linking my financial account?

cberr08 — Tue, 03 Feb 2026 11:56:34 GMT

Your system is not letting me load my 1099R

Re: Can I manually load my 1099R instead of linking my financial account?

DoninGA — Mon, 10 Feb 2025 21:10:06 GMT

Enter the Form 1099-R manually.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

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

Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

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

Desktop editions -

On the screen Did you receive any 1099-R forms answer Yes and Continue

On the screen Let Us Enter Your 1099-R, select I'll type it in myself, and Contin

Re: Can I manually load my 1099R instead of linking my financial account?

VolvoGirl — Mon, 10 Feb 2025 21:11:28 GMT

Yes you should be able to manually enter it and it might be better than importing.

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

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

For state boxes, for box 16 State Distribution put the same amount that’s in box 1. If box 14 is blank you can leave boxes 14,15 & 16 blank.