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New Member
posted Jun 1, 2019 4:06:06 PM

Lost ID an password for 1099-R form What o I do?

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1 Replies
Expert Alumni
Jun 1, 2019 4:06:07 PM

If you have the 1099-R form in front of you enter the information yourself. On the "Let's get your tax info. We’ll help you find and import info from your bank or financial institution" screen scroll down and click on the "I'll type it in myself" button. TurboTax will walk you through entering your form 1099-R.

If you do not have the 1099-R then you will have to contact the financial institution to recover the ID and password.