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Level 1

Question

On form 1099-R the Payer's address is not listed. How or where can I get this information as it is required to Efile according to TurboTax?

Forum|Forum|7 years ago
June 1, 2019
2 replies
1 view

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TurboTax Deluxe Online

Alumni - Champ

Call the Payer.

Level 2

The 1099-R should include the payer custodian's own Tax ID number. As with your own 1099s or W-2, adding this number into your TurboTax page will likely allow TurboTax to auto-populate the requested information for you. You can also search the payer on the web, find a web page for that custodian and use the "Contact Us" link to reach them and get questions about your account answered - including their address.