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I was able to get the return accepted by changing the name of the payer to CAPITAL BANK AND TRUST CO and using EIN 95-6817943. I can't remember off the top of my head why I used this payer name. I must have googled and found that they were an affiliate? Or maybe that name was also listed on the 1099-R? I remember trying like 8 different things and this was the one to finally get accepted. Good Luck.