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garwoof
New Member

Can anyone help me find my 1099-R payer name?

State Street Retiree Services for Kaiser Permanente Retirement Plan does not appear as a Payer.
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3 Replies
rjs
Level 15
Level 15

Can anyone help me find my 1099-R payer name?

Are you trying to import the 1099-R? State Street Retiree Services is not a TurboTax import partner, so you cannot import the 1099-R. You have to enter it manually.

 

Can anyone help me find my 1099-R payer name?

Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

DawnC
Employee Tax Expert

Can anyone help me find my 1099-R payer name?

Scroll down to the bottom of the page and you will see the Change How I Enter My Form button.   On the next screen, scroll down and click on the I'll type it in myself button.  

 

type it myself.jpg

 

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