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New payer name on 1099-R but same fund
I'm entering a 1099-R from Macy's Retirement. Previously it came from "Retirement Services / Macy's." This year's 1099 shows the payer as Principal Bank. How do I answer the question "Is this the first year getting regular payments from Principal Bank"? Same retirement fund, no changes other than payer name.
‎February 4, 2023
10:30 PM