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Level 3
posted Feb 7, 2024 9:38:08 AM

Downloading 1099R from Edward Jones

Have been able to successfully download my 1099 Int, Div & B from Edward Jones, but not the 1099-R. I go through what I believe is the same process as the prior 10990's, but Turbotax never prompts for the brokerage name, it just returns to the personal income page without downloading. Any suggestions?

0 3 1717
3 Replies
Expert Alumni
Feb 8, 2024 2:07:50 PM

If you have copies of your Form(s) 1099-R you can enter them manually.

 

Here's how:

 

Here's where to enter your 1099-R in TurboTax:

  1. Open or continue your return.
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

 

 

 

Click here for information on the taxability of your retirement withdrawal.

 

Click here for where to enter your Form 1099-R

 

Click here for the instructions for Form 1099-R

Level 3
Feb 11, 2024 10:37:04 AM

Thanks for your response! Unfortunately, your response is the biggest thing I dislike about TurboTax - a work around. A better response from my perspective would have been “we have replicated the issue you reported and unfortunately it is a software error. This has been assigned to our development team as ticket number 1234 and is expected to be resolved within the next week”. I purchased this product advertised as having this capability, it worked last year and now it doesn’t. Is it unreasonable to expect the problem to be fixed? Piling workaround on top of workaround just results in a buggy product.

Expert Alumni
Feb 11, 2024 11:43:10 AM

Please contact TurboTax Support so that they can take a closer look.

 

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