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February 3, 2024
Question

How can I edit my tax info while my bank isn't among 24 results that I can see? The Northern Trust Company of Chicago?

  • February 3, 2024
  • 1 reply
  • 0 views
It's for Benefit Payment of Retirement payments - Is that considered Earnings?

1 reply

February 3, 2024

Exactly what kind of document are you trying to enter?  Is it a 1099R for retirement income?  If your bank is not on the drop down list to allow importing it, you can click on "I'll type it in myself" and just key it in by hand.

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.

 

 

Or are you trying to do something else?

**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.**