MFoster
Level 1
04-29-2021
08:05 PM
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Multiple employers/pension administrators with similar names, different addresses, but all the same FEIN.
How to keep the drop down list from automatically filling in the name and address when I enter the FEIN.
Thanks!
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PKCPAMST
Level 5
04-29-2021
11:28 PM
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Go to Settings at the top of the main menu, select Table Editor, and from the left navigation panel choose Employer name under Pensions, IRA Distributions, and make the necessary changes.
George4Tacks
Level 15
04-30-2021
12:36 AM
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In that case it might be good to keep the multiple and enter by name instead of EFIN
Answers are easy. Questions are hard!