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kjung570
New Member

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 Reply

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?

 

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.  

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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