Hi,
My pension plan changed payers from State Street to The Northern Trust in May 2020. I ran a preliminary tax return by adding the entire pension amount for 2020 onto the existing State Street 1099R as I had not yet received the Northern Trust 1099R. I now have that 1099R and when I enter it and the amended State Street 1099R statements my tax due is now higher then what my preliminary tax return calculated.
My thought is that I need to somehow link the Annuity Information that is being used for the State Street payer to the new Northern Trust payer.
Any thoughts?
