Question

How do I upload a 1099-R PDF file into my retirement income section?

Forum|Forum|1 year ago
February 14, 2025
1 reply
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I am using TTD Premier 2024.

Under Federal Taxes > Wage & Income > I'll choose what I work on > Retirement Plans ... > IRA, 401(k), Pension ... > Add a 1099R

The choices are manual entry or import from a financial institution.

My 1099-R is not from a financial institution. It is from my employer which is a state of Massachusetts.

There is no button for uploading a PDF file. I thought it used to be there.

I believe it is available under online version but not under desktop.

Thanks for any help.

SteamTrain

On my desktop software, on the page that shows the Financial institutions, there is a selection at the bottom, to "Enter Another Way".........then on the next page there is a PDF or picture upload selection.

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BUT, people doing this have reported all kinds of problems with the PDF being misread......SO I just always recommend going down to the "Type it in myself" selection instead anyhow.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*