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New Member
posted Feb 5, 2022 10:39:15 AM

My pension is distributed by US BANK. When I try to have tax documents sent to IRS with my return I can not find the US BANK. What an I do.

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1 Replies
Level 15
Feb 5, 2022 10:42:47 AM

You should have received the Form 1099-R from the plan administrator.  Contact the administrator for the Form 1099-R.  You will have to enter the form manually.

 

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue