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I have received a 1099R for a pension, but it's not a recognizable financial institution. so unsure of where to report this income

 
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5 Replies

I have received a 1099R for a pension, but it's not a recognizable financial institution. so unsure of where to report this income

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

I have received a 1099R for a pension, but it's not a recognizable financial institution. so unsure of where to report this income

Did all you suggested, but the payee is not recognized

I have received a 1099R for a pension, but it's not a recognizable financial institution. so unsure of where to report this income

Explain what you mean "not recognized" - by who?   What is not recognized? You simply enter the financial institution information as it appears on the 1099-R.  

 

If you mean to import the 1099-R then only financial institutions that partner with TurboTax can be imported all others must be manually entered.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

I have received a 1099R for a pension, but it's not a recognizable financial institution. so unsure of where to report this income

when I type in the payee on the 1099R form - the name does not come up..

I have received a 1099R for a pension, but it's not a recognizable financial institution. so unsure of where to report this income

When you manually enter the name then nothing is supposed to "come up".

 

Be sure to choose "I'll enter it myself".

 

Screen Shot 2020-01-25 at 3.18.22 PM.jpgScreen Shot 2020-01-25 at 3.21.15 PM.jpg

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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