If you are not able to import your Bank of America IRS forms 1099-R, you may elect to enter the information manually. Follow these steps. Down the left side of the screen, click on Federal. Down the left side of the screen, click on Wages & income. Click the down arrow to the right of Retirement Plans Social Security. Click to the right of IRA 401K Pension Plan Withdrawals. Select Add another 1099-R. At the screen Let's import your tax info, select Change how I enter the form. At the screen How would you like to upload your 1099-R, select Type it in myself. At the screen Who gave you a 1099-R, select the correct distribution. Select Continue. Continue through the entry screens.

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arizonaperalta

Level 1

Question

going through these steps it says TurboTax will automatically load my 1099 R forms when available via Bank of Am. Why are they not available yet?

Forum|Forum|1 year ago
March 10, 2025
1 reply
1 view

No text available

TurboTax Deluxe Online

JamesG1

Level 15

If you are not able to import your Bank of America IRS forms 1099-R, you may elect to enter the information manually. Follow these steps.

Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Wages & income.
Click the down arrow to the right of Retirement Plans Social Security.
Click to the right of IRA 401K Pension Plan Withdrawals.
Select Add another 1099-R.
At the screen Let's import your tax info, select Change how I enter the form.
At the screen How would you like to upload your 1099-R, select Type it in myself.
At the screen Who gave you a 1099-R, select the correct distribution. Select Continue.
Continue through the entry screens.

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baldietax

Level 12

agree with manual entry it's not worth waiting on import at this point, with less than 4 weeks to filing deadline it's time to just type stuff in if import didn't work by now and get thru the rest. 1099-Rs are straightforward to input and there are interview questions about distributions, rollovers etc that the import may not be able to handle anyway.