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January 29, 2024
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1099-R for Pension Rollover - Payer Name question - TT Desktop

  • January 29, 2024
  • 1 reply
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First time filing a 1099-R and I have several.  The first is from my former employer.  The 1099-R Payer is Bank Name  "As Paying Agent for" my former employer pension plan.  Only the bank has a mailing address on the 1099-R.  Which do I enter into Turbo Tax Desktop?

 

Thanks a bunch!

Best answer by JulieS

Yes, enter the bank name as the payer. 

1 reply

JulieSAnswer
January 29, 2024

Yes, enter the bank name as the payer. 

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