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jacama411
New Member

My Concordia Retirement in previous years issued 2 1009R forms Plan was taken over by Northern Trust. Northern Trust issues only one 1099R, combing the previous info.

What do I do? I received only my SSA 1099 and one 1099 for my employment at West Park Lutheran School. The amounts are correct.
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1 Reply
DanaB27
Expert Alumni

My Concordia Retirement in previous years issued 2 1009R forms Plan was taken over by Northern Trust. Northern Trust issues only one 1099R, combing the previous info.

You will enter the Form 1099-R as shown on the form:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R

 

 

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