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Retirement tax questions
EG There's a box marked Account Number (no box number) on 1099-R forms. Phone number for the Payer.
I also question if it's necessary to enter the recipients name and address exactly as shown on the 1099-R. (Some come to my home address and others come to my PO Box)
I do note some of this information is note some of this information is not seen when printing information for filing, and is only seen on printed documents when printing with key or all sheets.
‎February 16, 2023
9:24 AM