Turbo tax cant import docs from financial institutions

[Mark Higgins]

I imported information from Computershare this morning, so it does work.  Your statement makes it challenging to provide you with any help.  In other words, what institution is not working?

[DanaB27]

If the import function does not work then you can select to enter the form manually:

1. On the "Let’s import your tax info" screen select "Change how I enter my form"
2. On the "How do you want to enter your 1099‑R?" screen select "I'll type it in myself"

[Mike9241]

only institutions that partner with TurboTax can be imported. note that some brokerages use a clearing firm and it's the clearing firm you need to import from.  Otherwise, if the FI s not listed it can't be imported. you can always call the FI to check.

[Rapptor]

Adding to the good information from Mike9241: Even when you do import the information, you really need to check it thoroughly because it can be inconsistent, especially after after splits, spin-offs, and name or ticker changes.  Also, watch out for cases where the dividends are small enough that it does not trigger a Form 1099, though the income is still taxable.