rjs
Level 15
Level 15

Get your taxes done using TurboTax

@Touchofgray53 

 

Your pension comes from OPM, not from the credit union. The credit union just receives the money and puts it in your account. OPM issues the 1099-R. (Actually it's a CSA-1099-R.)


You can only import from financial institutions that are TurboTax import partners. OPM is not an import partner, so you cannot import your 1099-R from OPM. If you don't see an option that says "I'll type it in myself," look for a button that says "Skip Import." It might be at the very bottom of the page. Scroll all the way down to see it.