turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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!

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
JulieS
Expert Alumni

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

Yes, enter the bank name as the payer. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
JulieS
Expert Alumni

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

Yes, enter the bank name as the payer. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies