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New Member
posted Apr 9, 2024 8:30:43 PM

When trying to import a retiree bank for our pension.....it doesn't come up ...how do I find it?

we receive a pension from sears holdings but sears doesn't come up... the pension distribution form also has state street retiree services listed.  Neither comes up when searching....how do I find it?

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1 Replies
Level 15
Apr 9, 2024 8:32:33 PM

Don't import it.  Enter it manually.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself