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Level 2
posted Jan 29, 2024 11:00:47 AM

1099-R for Pension Rollover - Payer Name question - TT Desktop

First time filing a 1099-R and I have several.  The first is from my former employer.  The 1099-R Payer is Bank Name  "As Paying Agent for" my former employer pension plan.  Only the bank has a mailing address on the 1099-R.  Which do I enter into Turbo Tax Desktop?

 

Thanks a bunch!

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1 Best answer
Expert Alumni
Jan 29, 2024 11:17:17 AM

Yes, enter the bank name as the payer. 

1 Replies
Expert Alumni
Jan 29, 2024 11:17:17 AM

Yes, enter the bank name as the payer.