Do I use retirement services 1099-R or my bank 1099-R that the pay out was sent to for "payer name"?

jsjames0362 · ‎June 3, 2019

Which "payer name" do I use the retirement service or the bank the money was sent to?

MinhT · ‎June 3, 2019

For your form 1099-R, you have to enter the payer's name and the payer's TIN as they appear on the form 1099-R.

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MinhT · ‎June 3, 2019

For your form 1099-R, you have to enter the payer's name and the payer's TIN as they appear on the form 1099-R.

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