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New Member

I need to add my pension plan 1099R but can't find the name of the company The Northern Trust Company.

 
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Level 15

I need to add my pension plan 1099R but can't find the name of the company The Northern Trust Company.

Can't find it where?   Do you have the 1099R in hand?  Enter it manually if you cannot find it on a list of financial institutions to import from.  Actually many financial institutions have taken down 2018 information by now and you might not be able to import it anyhow.

 

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

**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.**