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granpalon
Level 2

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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‎March 14, 2020 7:36 AM
last updated ‎March 14, 2020 7:36 AM
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macuser_22
Level 15
Level 15

1099-R

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. 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎March 14, 2020 7:42 AM
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