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1099-DIV: Imported Payer Name & TIN Different from Form
Hi,
I have a mutual fund account with a brokerage and Turbotax imported the monetary amounts correctly, but for the Payer Name it is the name of the mutual fund in the account rather than the Payer Name on the 1099-DIV. The TIN is also different than what is shown on the form. Should I change this to make it match what is on the form? Does it matter?
Thanks!
March 23, 2025
3:13 PM