turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Investment interest

We have 3 IRAs, but only one came on a form 1099R. Where do we enter info from the other two that came looking a bank statement?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Investment interest

enter only a 1099-R. That's where your activity was.

Don't try to enter year end statements.

Investment interest

do you have basis in the IRAs? it would be reflected on form 8606. if so, then year-end values must be entered in order to properly compute the taxable and non-taxable portions. 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question