Cannot find my financial group to report m1099-R?

[Mike9241]

if you get periodic statements of the account call the number. It may be that they do not partner with Turbotax and thus manual entry may be needed. 

[JulieS]

If your payer isn't listed as an import partner, you can still enter your 1099-R in TurboTax, it's just a little more effort. 

Here's how to do it manually:

1. Open your return. 
2. Select Federal, then Wages & Income.
3. Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), under Retirement Plans and Social Security, select Start or Revisit to the right.
4. Answer Yes to Did you get a 1099-R in 2023?
5. On the screen Let's import your tax info, scroll to the bottom and select Change how I enter my form. 
6. The next screen will show you additional options for importing your 1099-R form. You can select one, or scroll to the bottom and select Type it in myself. Either way, follow the on-screen instructions to enter your form.