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New Member
posted Feb 15, 2025 4:51:30 PM

How do I enter my pension amount from MPIPH, not a bank?

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2 Replies
Level 15
Feb 15, 2025 4:54:02 PM

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

 

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

 

 

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

 

Level 15
Feb 15, 2025 4:54:33 PM

Enter it manually.  You should have a 1099R for it.

 

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.


Don't type the bank name or try to import it.

On the Let Us Enter Your 1099 page go down to the bottom and pick Enter a different way