chores
New Member

Retirement tax questions

Thanks a lot! Following the instruction I was able to create a mock 1099R, but am facing new questions when I try to file.
Since I did not receive the 1099R, I don't know the federal tax identification number (EIN), and TurboTax does not allow me to leave it empty. What's even better, when I made my withdrawal and received the check, my IRA custodian was Scottrade. But Scottrade just recently merged with TD Ameritrade. So I would assume it will be TD Ameritrade to send me my 1099R next year, but am not sure what is the name of Payer to enter in TurboTax (Scottrade or TD Ameritrade, since I received my check from Scottrade), and which company's EIN number to use, and what number it is....

Would appreciate further help from here...
Thanks!