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jgottschild
New Member

I ONLY HAVE A HARD COPY OF MY 1099-R FROM Fifth Third bank

How do you get the digital copy if I only have the hard copy
2 Replies
HelenC12
Expert Alumni

I ONLY HAVE A HARD COPY OF MY 1099-R FROM Fifth Third bank

2020 import 1099-R.pngYou may be able to import your 1099-R form. See step number 4. 

 

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

[Edited 2-2-2021|8:41 am Added screenshot]

 

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macuser_22
Level 15

I ONLY HAVE A HARD COPY OF MY 1099-R FROM Fifth Third bank

In the 10990R interview when you add a 1099-R it will ask if you want to import.  Say yes and select the financial institution form the list.

 

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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