State Street Retiree Services for Kaiser Permanente Retirement Plan does not appear as a Payer.
03875
3 Replies
rjs
Level 15
Apr 5, 2022 8:47:23 PM
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.
VolvoGirl
Level 15
Apr 5, 2022 8:53:14 PM
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
Expert Alumni
Apr 5, 2022 9:09:33 PM
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.