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Retirement tax questions
Even if you have direct deposit for your pension you should have received a 1099R for the pension. Contact the financial institution that issues the pension or go on their website to find your 1099R. It needs to be entered on your tax return.
Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎June 1, 2019
2:28 PM