Randy1919
New Member

Retirement tax questions

That is NOT my question.

Fidelity did not show that  i had a QCD out of my RMD, and since I have to file, the intuit instructions say that I need to have a EIN on the 1099-R form.

 

It further states that if the EIN cannot be obtained, I will have to send the entire tax report (probably 50 + pages of it to them.  No digital filing???  This is ridiculous.

 

My question was whether the EIN was equal to the Payer's TIN which shows on the 1099-R