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enter the name on the 1099-R.
But the name on the 1099-R has the name of the Bank on the first line and the name of the company on the second line. Which one is it - or is it both?
@artvan99 wrote:
But the name on the 1099-R has the name of the Bank on the first line and the name of the company on the second line. Which one is it - or is it both?
The TurboTax form 1099-R has two sections for names, enter both as shown on the 1099-R you received.
Just enter the first one and continue since it doesn't really matter to the IRS ... only the EIN must be correct.
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