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

i copied off the top of form1099-r

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4 Replies

What do you mean by "not working?"

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

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

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

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