I am trying to type in bank for 1099-R form. Why isn't it showing up?

kaitlynx1123 — Mon, 03 Jun 2019 17:38:57 GMT

It sounds like you are referring to the import screen aft...

mesquitebean — Mon, 03 Jun 2019 17:38:59 GMT

It sounds like you are referring to the import screen after starting the 1099-R topic. There are thousands of banks in the US, and only some are financial partners with TurboTax for importing purposes.

Are you at a page with a bunch of logos and there is a financial institution search line, and it says to enter the name of your bank or financial institution? And are you trying to enter the name of your 1099-R Payer there? That screen is only for importing from a TurboTax participating import partner. If you are not importing the 1099-R (don't want to or can't because your institution is not found), then don't enter anything there.

Instead, scroll down to the bottom right and click on a gray button "I'll type it in myself." That gray button may not be visible until you scroll down.

The next screen will ask you to choose the "type of 1099-R".

Then the screen after that should be where you can enter the Payer of your 1099-R.

If you are unable to type in the boxes, try a different i...

SweetieJean — Mon, 03 Jun 2019 17:39:00 GMT

If you are unable to type in the boxes, try a different internet browser.

topic I am trying to type in bank for 1099-R form. Why isn't it showing up? in Retirement tax questions

I am trying to type in bank for 1099-R form. Why isn't it showing up?

It sounds like you are referring to the import screen aft...

If you are unable to type in the boxes, try a different i...