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ljt57
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How do bypass importing my 1099-R since my institution is not listed? Can I manually enter it?

Can I manually enter my 1099-R information as my financial institution is not listed?
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2 Replies

How do bypass importing my 1099-R since my institution is not listed? Can I manually enter it?

Choose the option that says "I'll type it in myself"

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

How do bypass importing my 1099-R since my institution is not listed? Can I manually enter it?

If you are having trouble importing it then just enter it manually. Should be faster and easier to just enter it. The first screen asks for the bank name, don't enter the bank. Scroll down and click on Change the way I enter it and then on the next screen pick I'll type it in myself.

 

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