Document ID requirement to access financial institution

MSASTEEL — Sun, 15 Feb 2026 14:37:33 GMT

TT requires a 1099R Document ID to create and access my financial information, but 1099R does not have this number. What do I use?

Re: Document ID requirement to access financial institution

LindaS5247 — Mon, 16 Feb 2026 03:56:57 GMT

If your Form 1099-R does not have the required document number, try looking at the cover page sent with the Form 1099-R, not the form itself. You can also try viewing your Form 1099-R in your financial account as it may be displayed differently. If that does not work, you can call your financial institution to get the number if it is not provided.

You can also enter your Form 1099-R manually if you do not have the document number.

If you are using TurboTax Online you can enter your Form 1099-R manually as follows:

Go to your TurboTax Online Account.
Click on "Search" in the top right of your TurboTax screen
Type "Form 1099R" in the search bar and hit enter
Click on the link "Jump to Form 1099R"
if you need to add a new Form 1099-R, select "Add another 1099-R"
If this is your first 1099-R you are entering, your screen will say, "Did you get a 1099-R in 2025?"
Click on "Yes"
Answer all of the follow-up questions regarding your Form 1099-R

If you are using TurboTax Desktop, you can enter your Form 1099-R manually as follows:

Open your tax return
Click on "Search" in the top right of your TurboTax screen
Type "Form 1099R" in the search bar and hit enter
Click on the link "Jump to Form 1099R"
If you need to enter a new form 1099-R, select "Add another 1099-R"
If this is your first 1099-R you are entering, your screen will say, "Did you get a 1099-R in 2025?"
Click on "Yes"
Answer all of the follow-up questions regarding your Form 1099-R

For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"

Please return to Community if you have any additional information or questions and we would be happy to help

topic Document ID requirement to access financial institution in Retirement tax questions

Document ID requirement to access financial institution

Re: Document ID requirement to access financial institution