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posted Apr 11, 2024 10:22:52 AM

My financial institution is not listed on the page. Where do I add my pension?

Where do I add my pension

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1 Replies
Level 15
Apr 11, 2024 10:24:43 AM

If your bank or financial institution is not on the drop down list to enter your 1099R then click the words "I'll type it in myself" and key in your 1099R by hand.

 

 

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.