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vacation131
New Member

Pension Fund name is different on the IRS database than the 1099R

 
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Accepted Solutions
DawnC0
Intuit Alumni

Pension Fund name is different on the IRS database than the 1099R

Use what is on your 1099-R.  It is common that the names may differ; the important items are the PAYER'S federal identification number and the amounts/codes on the 1099-R form.  

If you imported the form and it has the correct payer's ID number, you can leave the name and address as it was imported.  You won't get any errors for a discrepancy in the actual fund's name.  

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1 Reply
DawnC0
Intuit Alumni

Pension Fund name is different on the IRS database than the 1099R

Use what is on your 1099-R.  It is common that the names may differ; the important items are the PAYER'S federal identification number and the amounts/codes on the 1099-R form.  

If you imported the form and it has the correct payer's ID number, you can leave the name and address as it was imported.  You won't get any errors for a discrepancy in the actual fund's name.  

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