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Retirement tax questions
York University doesn't have an EIN (9digits) and they don't have plans to apply for one. They have the equivalent "Payer or Agent Identification Number" (10 digits). I have furnished the NR4 to the IRS with the Gross Income and Non-Resident Tax Withheld.
Bottom Line: TurboTax should provide better guidance than to leave it up to comments in the TurboTax Community as to how to include the private pension gross income and tax withheld, IMHO.
I appreciate your input though. Thanks.
May 13, 2023
11:25 AM