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Level 1
June 5, 2019
Solved

In regards to the 1099-SA form, is the "payer name" the bank the account is with or my name?

  • June 5, 2019
  • 1 reply
  • 27 views
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Best answer by AndreaC1

Yes, the Payer is the issuer/bank of the 1099-SA form. So that information should be in the box in the top left of the form. It may say "Trustee/Payer's name" there. You are the recipient. 

1 reply

AndreaC1Answer
Level 11
June 5, 2019

Yes, the Payer is the issuer/bank of the 1099-SA form. So that information should be in the box in the top left of the form. It may say "Trustee/Payer's name" there. You are the recipient.