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jonisin2it
Returning Member

New 1099R after several 1099R imports

Hi,

 

I need to manually add a new 1099R (cannot be imported) and have already imported several 1099Rs from other financial firms.  There doesn't seem to be a way to start a new 1099R now.  How do I manually enter the new 1099R?

 

Going to "Your 2023 Income Summary" >"1099-R">"Update", just makes me review all the existing 1099Rs that have been imported.  I don't need to review them again as I just want to manually type in a new one.

 

Thanks.

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3 Replies
DaveF1006
Expert Alumni

New 1099R after several 1099R imports

In the 1099R summary page, there should be a blue button that says Add Another 1099R. 

 

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jonisin2it
Returning Member

New 1099R after several 1099R imports

That answer would be great except I don't know how to get to the 1099 summary page.

 

Thanks.

JamesG1
Expert Alumni

New 1099R after several 1099R imports

You stated:

 

Going to "Your 2023 Income Summary" >"1099-R">"Update", just makes me review all the existing 1099Rs that have been imported.

 

In TurboTax Desktop, "Your 2023 Income Summary" >"1099-R">"Update" takes you here.

 

 

Select Add another 1099-R.

Select I'll type it in myself.

Follow the prompts to manually add an IRS form 1099-R.

 

@jonisin2it 

 

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