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New Member
posted Jun 1, 2019 2:28:27 PM

I don't have a online account for my pension. Money goes straight to my bank. When I get to that part can I go around it. I have been. Working on this all morning. Wells Fargo is telling me they can'

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3 Replies
Level 15
Jun 1, 2019 2:28:28 PM

Even if you have direct deposit for your pension you should have received a 1099R for the pension.  Contact the financial institution that issues the pension or go on their website to find your 1099R.  It needs to be entered on your tax return.


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


New Member
Jun 1, 2019 2:28:31 PM

I have the tax document. Turbotax wants my online account info.  I don't have one and cant get around it. Wells Fargo has been no help. We have done everything they asked plus tried to make a account several times.

Level 15
Jun 1, 2019 2:28:32 PM

Scroll down to the bottom and pick.....I’ll type it in myself