- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Pension Fund name is different on the IRS database than the 1099R
June 3, 2019
10:33 AM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Use what is on your 1099-R. It is common that the names may differ; the important items are the PAYER'S federal identification number and the amounts/codes on the 1099-R form.
If you imported the form and it has the correct payer's ID number, you can leave the name and address as it was imported. You won't get any errors for a discrepancy in the actual fund's name.
June 3, 2019
10:33 AM