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February 16, 2025
Question

How do I enter my pension amount from MPIPH, not a bank?

  • February 16, 2025
  • 2 replies
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    2 replies

    Employee
    February 16, 2025

    To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

     

     

    If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

     

     

    See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

     

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    VolvoGirl
    Employee
    February 16, 2025

    Enter it manually.  You should have a 1099R for it.

     

    Enter a 1099R under
    Federal Taxes on left
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
    If you are adding another 1099R there might be a Add button at the bottom of the list.


    Don't type the bank name or try to import it.

    On the Let Us Enter Your 1099 page go down to the bottom and pick Enter a different way