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I am trying to report income from a 1099-R form. The Tax ID # is asked for from the Northern Trust Company. Turbo Tax is saying this is a required field to fill in. I called Northern Trust Company Pen

 
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2 Replies

I am trying to report income from a 1099-R form. The Tax ID # is asked for from the Northern Trust Company. Turbo Tax is saying this is a required field to fill in. I called Northern Trust Company Pen

The Payer's TIN (Taxpayer Identification Number) is a required field to be entered.  Enter the 9 digit TIN as shown on the Form 1099-R.

Form 1099-R.JPG

 

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

I am trying to report income from a 1099-R form. The Tax ID # is asked for from the Northern Trust Company. Turbo Tax is saying this is a required field to fill in. I called Northern Trust Company Pen

Your question  was cut off because you entered it int the title and not the details box under the title.

 

Yes, the payers TIN is required and must be on the 1099-R form the they sent you.

 

This is the official IRS 1099-R form:

https://www.irs.gov/pub/irs-pdf/f1099r_19.pdf

 

Screen Shot 2020-06-17 at 10.57.04 AM.jpg

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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