Solved: Should I change downloaded name and address to agree with received 1099-R?
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r-drummond8073
New Member

Should I change downloaded name and address to agree with received 1099-R?

Downloaded form contains all correct information (including payer's federal ID#), except received 1099 has agent's name and P.O. box address.

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Accepted Solutions
TomK
New Member

Should I change downloaded name and address to agree with received 1099-R?

You do not need to change your imported 1099-R information (unless the 1099-R you received in the mail is marked as a "corrected" copy).  One of the most important items that must match is the EIN (which you already said is correct).

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1 Reply
TomK
New Member

Should I change downloaded name and address to agree with received 1099-R?

You do not need to change your imported 1099-R information (unless the 1099-R you received in the mail is marked as a "corrected" copy).  One of the most important items that must match is the EIN (which you already said is correct).

View solution in original post

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