AmyC
Expert Alumni

Retirement tax questions

Let's get this straight.

  • If you are doing a business return, it would have the business EIN, name, etc.
  • If you are doing your personal return, then it would have your information everywhere except the schedule C for your business. 

You should have sent the 1099-R in the business name and EIN.

What kind of business are you?

What program are you using?

 

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