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New Member
posted Apr 5, 2022 3:56:07 PM

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.

0 3 875
3 Replies
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.

 

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

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.