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posted Feb 20, 2025 9:19:26 AM

How do I list a retirement check monthly from Nothern Trust, company is listed but I cannot click on needs review to add the amts I have been paid and list taxes paid?

Cannot move from this screen. Need to list amts.

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1 Replies
Level 15
Feb 20, 2025 9:22:04 AM

 

Where are you trying to enter monthly amounts?

 

You should have a 1099R for the pension.  Did you enter a 1099R?  

 

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.