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April 6, 2021
Question

My 1099-R is from the California State Teachers' Retirement System and their name is not an option on the computer screen.

  • April 6, 2021
  • 1 reply
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Do I just click on the box that says "Financial institution or other provider"?

1 reply

April 6, 2021

Yes, if the CalPERS cannot be imported, you can simply type the information from the 1099-R under Financial Institution or Other Provider.