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posted Feb 5, 2023 2:46:01 PM

I received a1099R for a pension plan but your system is not able to find this institution. US BANK NA INST AS PAYOR AECOM TECHNOLOGY CORPORATION PENSION PLAN

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1 Replies
Level 15
Feb 5, 2023 2:47:16 PM

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself