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New Member
posted Jun 15, 2019 11:25:54 PM

Im having trouble with a few things

0 8 983
8 Replies
Level 15
Jun 16, 2019 12:02:38 AM

Go ahead and ask your question, and if someone is familiar with your issue(s), they will add to this thread later today.   If not, we can tell you how to phone TurboTax Support if necessary.

 

When you respond, please say which TurboTax product you are using and whether it is Online TurboTax or desktop software (CD/download).    Also indicate what tax year your question involves.

New Member
Feb 18, 2021 1:52:15 PM

I'm trying to create a account with u through turbo tax & your application says that I'm registered with your company under a different email address & for me to enter that password. I pressed the Contact  customer support cause I don't recognize that email. Now I can't get passed that screen. What should I do to finish setting up my account with you to be able to get my refund???

 

Intuit Alumni
Feb 18, 2021 2:15:14 PM

You can use the Account Recovery Request form in the below TurboTax FAQ to assist you with getting back into your TurboTax account:

Account Recovery Request for your TurboTax Account

 

To view a list of your TurboTax Accounts you may have, please see How many Intuit Accounts do I have with TurboTax?

@Leslie71

New Member
Feb 19, 2021 9:59:51 AM

I cannot input manually my 1099R.

 

New Member
Feb 19, 2021 10:03:25 AM

Turbo Tax Delux PC notebook

I cannot input manually my 1099R.

 

Level 15
Feb 19, 2021 10:37:52 AM


@ buddrice 

wrote:

Turbo Tax Delux PC notebook

I cannot input manually my 1099R.


Are you using Online TurboTax or desktop software (CD/download)?   You didn't say what and where the roadblock is so we don't know what "can't input" means.   Does that mean you don't know how to get to the manual input screen, or that you see the input fields but they won't accept your cursor and an entry?  Or is it something else?   You may need to explain more if the following is not your issue. 

 

So I'll address in general how to manually enter a 1099-R form.  The steps below are for the Online version.  The desktop version is similar, but the screens may be a little different.  The principle is the same, however.

 

When you go to the Retirement Income interview topic for your Form 1099-R, after a couple of initial screens you'll come to a screen that says  "Let's import your tax info."   You do NOT have to use that screen, however, and you do NOT have to import the 1099-R.   If you want to manually input instead, here's how:

 

  • If you simply don't want to import the information, or if your 1099-R provider is not a participating import partner with TurboTax,  then don't enter the financial institution on that screen; i.e., you can ignore that search field that says to enter the bank name or sign-in URL.   Instead, scroll down below the logos and choose the button "Change how I enter my form."
  • On the next screen, which asks "How do you want to add your 1099-R?," scroll down to the bottom and choose the button "Type it in myself."
  • The next screen asks "Who gave you a 1099-R?"   Make your choice, then scroll down and click the Continue button.
  • Then it will let you start entering your 1099-R provider's info.

Or if that's not what you were asking, then please explain your issue in enough detail, including exactly what version you are using--Online or desktop (CD/download).

New Member
Jul 14, 2022 2:14:23 PM

Please help 

Level 15
Jul 14, 2022 2:16:05 PM

@Juan quesada  We cannot see your screen or your tax return.   If you need help you need to ask clear, complete specific questions so we know how to help you.