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samanthalmesser
New Member

How do I know what bank my 1099R came from? It is a teachers retirement.

 
5 Replies
jtax
Level 9

How do I know what bank my 1099R came from? It is a teachers retirement.

just enter the financial institution's name in the "payer's name" section of the 1099-R.

the name doesn't really matter much. what matters is that you get all the numbers and checkboxes exactly correct and answer the interview questions carefully.

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VolvoGirl
Level 15

How do I know what bank my 1099R came from? It is a teachers retirement.

Don't try to import it.  Just select to enter it in yourself.
jtax
Level 9

How do I know what bank my 1099R came from? It is a teachers retirement.

Sorry @samanthalmesser. I misunderstood your question. As @VolvoGirl suggests, if you can't find a match in the bank/financial institutions, then it is likely that Teacher's Retirement does not allow you to import the 1099-R into TT and you will have to manually enter it.
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erumph
New Member

How do I know what bank my 1099R came from? It is a teachers retirement.

How do I know what bank my 2099R is from

 

jtax
Level 9

How do I know what bank my 1099R came from? It is a teachers retirement.

There may not be a bank involved. There is a financial institution but it is usually not a bank.

 

It should say in the PAYER's info box on the top left. If you are trying to import into TT use whatever they list there and be a little flexible when search TT's list of providers. Or tell us exactly what is in Box 1 (don't need the address) and we'll see if we can find it if you can't. Do NOT give use your name or account number or SSN. This is a public volunteer form.


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