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).
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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