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Level 2
posted Mar 14, 2020 7:36:37 AM

1099-R

TurboTax will not accept my Fidelity login &/o Password, so I am unable to import that 1099-R.  Also, the manual entry for the data is not shown or available.  Same for my Schwab Bank 1099-R data.  Unable to reach a HUMAN for solution. 

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1 Replies
Level 15
Mar 14, 2020 7:42:46 AM

A rejecting of import login comes form the financial institution except there cannot be any symbols in the password.

 

You can always enter a 10990R manually - just check the "Ill enter it myself" box.   It takes less time to manually enter it that it took to type this.