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Get your taxes done using TurboTax
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.
‎February 4, 2025
11:38 AM