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

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

Manual entry of 1099-R data

Still unable to manually enter 1099-R data without using forms mode.

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.

4 Replies
AmyC
Employee Tax Expert

Manual entry of 1099-R data

Since you are using the desktop software, follow these steps:

  1. Open to income
  2. Select 1099-R, start
  3. Did you get, select yes
  4. Select skip this at the  bottom when you see a screen full of option
  5. Select skip import at the bottom when you see the brokerages
  6. carefully select which type of 1099-R you have, for most people, the top left financial institution or other provider (the other boxes are civil service, civil service survivor and railroad)
  7. continue
  8. enter the 1099-R

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.

Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon. 

Since you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Manual entry of 1099-R data

The "Continue" is too far down the page and you never see it unless you scroll down

Manual entry of 1099-R data

@819018 

 

Did that fix your problem??

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

Manual entry of 1099-R data

When you make your selection regarding the source of the 1099-R that about to enter, you are shown 4 choices in 4 boxes containing definitions of the types of sources you need to select from.  After selecting the box that applies, you would expect the program to advance to the next page because the "Continue" selection is not visible, and it should be, without scrolling down to find it.  My mistake was not expecting I needed to search for   the "Continue" selection. 

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