qbteachmt
Level 15
03-29-2023
01:25 PM
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"Can I just enter it as "Other Income" on Schedule 1"
That's not where Pensions get listed.
"I have no EIN to put into the worksheet to avoid errors"
I though you told us it is Corporate owned. Somewhere there is a plan document, a check was issued, some sort of document explaining to your taxpayer his rights and coverage. I don't know if this requires an Annual Plan Summary, a Plan Document for those covered, there must be a Contract or annuity.
Make your taxpayer get hold of the ex-employer or dig through their papers.
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Don't yell at us; we're volunteers