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Level 1
posted Jan 30, 2024 2:43:38 PM

What is wrong with TurboTax. The system is not recognizing STATE STREET RETIREE SERVICES in Boston, MA. What is wrong with TurboTax?

This is for Pension Plan Payments.  Why is TurboTax not prepared for 2023.

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1 Best answer
Expert Alumni
Jan 31, 2024 6:40:37 AM

If you are unable to locate your financial institution in the list, you can just proceed to enter the information manually. 

 

Open your TurboTax return, search for "1099-r), and then click the "Jump to" link in the search results.

 

Click "Yes" and "Continue" on the next page, then select the "I'll type it in myself" button at the bottom of the page. 

 

Follow the program's prompts to complete your entry.
 


 

1 Replies
Expert Alumni
Jan 31, 2024 6:40:37 AM

If you are unable to locate your financial institution in the list, you can just proceed to enter the information manually. 

 

Open your TurboTax return, search for "1099-r), and then click the "Jump to" link in the search results.

 

Click "Yes" and "Continue" on the next page, then select the "I'll type it in myself" button at the bottom of the page. 

 

Follow the program's prompts to complete your entry.