uploading 1099-R

Forum|Forum|2 months ago
April 9, 2026
1 reply
5 views

I have Turbotax Deluxe 2025. I am still trying to figure out how to upload all my 1099-R forms which come from companies such as Athene that are not listed in your program. I follow the instructions that gets me to the import your data now but there is no upload option that I can see anywhere on the screen. Just Import Now, Skip import, or Continue. Continue just takes me to import now. Skip import takes me to manually inputting. I see no option to upload a pdf or any other type of document. My software updated as of today 4/8/2026.

xmasbaby0

Level 15

NOT ON THE DROP DOWN LIST

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

user17756998103Author

Level 2

I know I can hand enter all of my 1099-R's manually but that is quite a lot of work especially when the help shows that Turbotax used to be able to upload pdfs of the 1099-R's in the past. Because these are all from the same institution can I save having to reenter the addresses all the time by adding together the entries from all the 1099-R's and entering them into one 1099-R form in Turbotax. I can't see why this wouldn't work except there may be a one to many 1099-R form relationship that the IRS may not like?