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lo12ks
New Member

I'm about to give up on Turbo Tax, and go to HR, this is ridiculous.

trying to file 1099-R form, my bank institution, will not come up
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2 Replies

I'm about to give up on Turbo Tax, and go to HR, this is ridiculous.

Don't enter the bank name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

I'm about to give up on Turbo Tax, and go to HR, this is ridiculous.

Just stop trying to enter the bank , Thousands of banks do not provide the special forms need for importing ..

 

You just type in the data manually from your paper/PDF form:

_________________________________________________

You enter it in the same 1099-R place as if you did get a form

 

BUT.....On the page that has you select or enter a bank......you don't...instead you click on

"Change how I enter my form" at the bottom of that page.

.......and then on the next page you click on

"Type it in myself"

 

then you are off and running

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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