You'll get a 1099-R if you received $10 or more from a retirement plan. Typically the payer is the name of the Brokerage Firm, Bank, etc where your retirement funds are located or managed. The payer's city is the city where the Brokerage firm is located.
If you have a Form 1099-R, the Payer's name, address, city, state and zip can be found in the top left corner of the form. If you don't have or need to report the 1099-R, see the steps below to delete the form.
- Open your return in TurboTax. (To do this, sign in to TurboTax, and select the Take me to my return button.)
- In the left side bar, select Tax Tools then select Tools.
- In the pop-up window Tool Center, choose Delete a form.
- Select Delete next to the Form 1099-R and follow the onscreen instructions.
