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What if your Financial institution doesn't come up what do I need to do

 
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4 Replies

What if your Financial institution doesn't come up what do I need to do

Which bank or broker?  It is probably too early.  I know Bank of America says Jan 15 to import. And 1099 from brokers usually take until the end of February to get.

What if your Financial institution doesn't come up what do I need to do

What if your Financial institution doesn't come up what do I need to do

I have a account with Pacific Life and withdrew some money.  Got 1099R but Pac life not liste

What if your Financial institution doesn't come up what do I need to do


@scole17021 wrote:

I have a account with Pacific Life and withdrew some money.  Got 1099R but Pac life not liste


Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2020? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

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