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Get your taxes done using TurboTax
How do I add 1099-R in TurboTax with a different EIN as you suggest?
How do I indicate that they were paid to a different EIA in TurboTax?
"The easiest is - IF YOU ARE THE ONLY BENEFICIARY - to just put these 1099-Rs on your personal return. When you enter them into TurboTax you will have to indicate that they were paid to a different EIN than your social security number.
March 26, 2025
1:59 PM