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posted Apr 10, 2025 4:31:41 PM

Unable to put in info for Alger Family of Funds. No matter how I input, it indicates that it does not know that institution. So, how do I input the info???

I have the 1099-R for the Alger Family of Funds, but the program won't allow me to input info. How to input info?

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1 Replies
Level 15
Apr 10, 2025 4:35:40 PM

Enter the 1099R manually under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start