Question

I don't have a online account for my pension. Money goes straight to my bank. When I get to that part can I go around it. I have been. Working on this all morning. Wells Fargo is telling me they can'

Forum|Forum|7 years ago
June 1, 2019
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TurboTax Free Edition Online

Employee

Even if you have direct deposit for your pension you should have received a 1099R for the pension. Contact the financial institution that issues the pension or go on their website to find your 1099R. It needs to be entered on your tax return.

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

**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.**

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safetyrecall61Author

I have the tax document. Turbotax wants my online account info. I don't have one and cant get around it. Wells Fargo has been no help. We have done everything they asked plus tried to make a account several times.