topic Can not add the 1099-R's? in Retirement tax questions

Can not add the 1099-R's?

bragdonlauretta — Tue, 17 Feb 2026 19:47:30 GMT

When I type the banks it can not find it? Why will it not find my banks?

Re: Can not add the 1099-R's?

xmasbaby0 — Tue, 17 Feb 2026 19:48:16 GMT

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.

Re: Can not add the 1099-R's?

DoninGA — Tue, 17 Feb 2026 19:50:20 GMT

The bank may not be an import partner with TurboTax. 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

Online editions -

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload 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