Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 8, 2023 11:36:26 AM

My financial institution's account number and document id number is not working

i copied off the top of form1099-r

0 4 312
4 Replies
Level 1
Mar 8, 2023 11:39:15 AM

What do you mean by "not working?"

 

Level 15
Mar 8, 2023 11:47:55 AM

contact the FI to advise on importing. everyone has their own quirks. 

New Member
Mar 8, 2023 12:56:17 PM

Turbo says that didn’t work try again. Tried 3 times

Intuit Alumni
Mar 10, 2023 9:58:57 AM

Please see the below TurboTax help article for assistance with importing your 1099.

What if I can't import my 1099?