Solved: Payee not found

collins2995 · Jan 22, 2024 2:25:02 PM

When I attempt to enter 1099-R for Pension Plan Payments: STATE STREET RETIREE SERVICES FORJCPENNEY COMPANY, INC. PENSION PLANTax ID 04-3581074 Turbo Tax does not find it. What is wrong with the Turbo Tax System.

When I attempt to enter 1099-R for Pension Plan Payments:

STATE STREET RETIREE SERVICES FOR

JCPENNEY COMPANY, INC. PENSION PLAN

Tax ID 04-3581074 Turbo Tax does not find it. What is wrong with the Turbo Tax System.

posted

Are you trying to import it? The 1099R might not be ready to import yet. They have until Jan 31. And the IRS won't open until Jan 29 so there's no hurry.

View solution in original post

Are you trying to import it? The 1099R might not be ready to import yet. They have until Jan 31. And the IRS won't open until Jan 29 so there's no hurry.