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New Member
posted May 31, 2019 9:00:03 PM

Who is the payer name on a 1099-R form?

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1 Best answer
New Member
May 31, 2019 9:00:05 PM

Generally, this is the name of the Brokerage Firm, Bank, etc... where your retirement funds are located or managed.

1 Replies
New Member
May 31, 2019 9:00:05 PM

Generally, this is the name of the Brokerage Firm, Bank, etc... where your retirement funds are located or managed.