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suzetcoyne
New Member

Do I list the Payers agent or actual Payer for my 1099-R?

 
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‎April 12, 2025 12:00 PM
last updated ‎April 12, 2025 12:00 PM
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DoninGA
Level 15
Level 15

Do I list the Payers agent or actual Payer for my 1099-R?

You enter the Payer as shown on the Form 1099-R that you received from institution holding your account.

‎April 12, 2025 12:02 PM
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