ColeenD3
Expert Alumni

Retirement tax questions

If you are referring to the screen that asks, "Who gave you a 1099-R?", then your answer would be the first box, Financial or other provider.

 

If you are asking about the question, "Who paid you? (Payer)", in your case it would be Ford UAW or however the wording is presented under Payer's name on your 1099-R.