What do I do to import 1099 R infomation from my financial institution?

janicesant · ‎January 28, 2023

xmasbaby0 · ‎January 28, 2023

You need the account and password for your own account with the bank or brokerage.

You are probably trying to import too soon. Usually financial institutions have the information online for you to view or print earlier than they have it ready for importing into the tax software. It is often about mid-February before you can import 1099R's, 1099B's , etc.

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