After you file

If you did not take any money out you do nothing.

If you have a 1099R then you enter the new name of the payer when the 1099R is entered.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Change to the name to Talcott for the 1099R.