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Retirement tax questions
Enter the pension information as if you received a 1099-R.
There isn't a Payer's Federal Tax ID Number for United Nations Pension Fund payments. One customer was able to resolve this issue by using 11-1111111 as the Payer's Federal Tax ID Number.
Enter the information following these steps:
- Click on Federal Taxes > Wages & Income [In TT Self-Employed: Personal > Personal Income].
- Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). [See Screenshot #1, below.]
- If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries. Click on the link Add Another 1099-R. [Screenshot #2]
- If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
- Continue through the screens, answering the interview questions
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‎June 1, 2019
1:16 AM
1,695 Views