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S
swainboy
February 6, 2021
Question

How can I delete an old Pension Plan from my return?

  • February 6, 2021
  • 1 reply
  • 0 views
Mellon Bank was previously sending pension payments.  They were bought out by Northern Trust Co. I keep getting asked for information on Mellon Bank.  How can I get Mellon Bank off the return?

1 reply

M
MichelleLO
February 8, 2021

You can delete the 1099-R that may have transferred over for Melon Bank by following the steps in the below TurboTax FAQ:

How do I delete a 1099-R?

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