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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In the 1099R summary page, there should be a blue button that says Add Another 1099R.
That answer would be great except I don't know how to get to the 1099 summary page.
Thanks.
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.
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