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bur12
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I have a retirement Pension, but I can't seem to get to the portal to claim it?

I get a 1099 for my pesion, but they ask for my bank, I give it to them and they don't recognize it?
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2 Replies

I have a retirement Pension, but I can't seem to get to the portal to claim it?

Are you trying to import a 1099R?   It is too early.  Very few--if any -- financial institutions will have 2020 data available for import before the end of January or sometime in February.

**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.**

I have a retirement Pension, but I can't seem to get to the portal to claim it?

If you have the form in hand just enter it manually ... skip the import.

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