I have a pension plan from a school retirement board. How do I enter the info manually? No bank is listed/

mummiecat · ‎April 15, 2024

It is a city board.

xmasbaby0

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.

**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.**

MarilynG1

Did you receive a Distribution from your Pension Plan in 2023? If so, that should be reported on a Form 1099-R.

If this applies, here's How to Enter Form 1099-R.

If not, please clarify with more details.

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I have a pension plan from a school retirement board. How do I enter the info manually? No bank is listed/