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1099-R QUESTION. Dumb question, PAYER INFORMATION should be my name or the actual distributor of the funds?

 
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JamesG1
Expert Alumni

1099-R QUESTION. Dumb question, PAYER INFORMATION should be my name or the actual distributor of the funds?

Payer information is the distributor of the funds.

 

Payer information is in the upper left hand portion of IRS form 1099-R.

 

The recipient is listed underneath the payer. 

 

See IRS form 1099-R.

 

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