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New Member
posted Apr 21, 2024 9:05:45 AM

I am getting my part of my husbands pension they want to know the financial institution but which the pension fund or my bank ? neiter name comes up

are they asking where it comes from or where it goes to?

0 2 7076
2 Replies
Level 15
Apr 21, 2024 9:08:31 AM

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

Expert Alumni
Apr 22, 2024 12:16:13 PM

It would be the issuer of the 1099-R.