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M
MFoster
Level 1
April 30, 2021
Question

Employer drop-down list - how to edit

  • April 30, 2021
  • 2 replies
  • 4 views

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!

This topic has been closed for replies.

2 replies

P
PKCPAMST
Level 6
April 30, 2021

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
George4Tacks
Level 15
April 30, 2021

In that case it might be good to keep the multiple and enter by name instead of EFIN

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