Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 6, 2025 12:19:10 PM

How do I enter multiple financial institutions when entering 1099-R information?

We have 3 of the 1099-R's

0 2 699
2 Replies
Expert Alumni
Feb 6, 2025 12:33:35 PM

Enter all 3 of them separately, one at a time.   After you enter the first one, click on the button that says +Add Another 1099-R.

 

Where do I enter a 1099-R?  use these instructions to enter the 1st one.   You can skip the import, choose to enter another way and select I'll type it in myself for any forms you don't want to or can't import.  

Level 1
Feb 9, 2025 10:50:39 AM

Thank you for your response.  The "add another" button wasn't showing up, but I found a round-about way to add more 1099's.  Took a lot of "clicking" but it's done!   Thank you again for your time and response.