topic 1099-R: Payer Address Discrepancy in Get your taxes done using TurboTax

1099-R: Payer Address Discrepancy

optx103 — Fri, 26 Mar 2021 00:36:54 GMT

Hello,

My Turbo-imported 1099-R (from Vanguard classic) shows a payer's address that's different from the form (apparently original) that I just downloaded off their website. Is this unimportant, or would it be best to edit the address within Turbotax? Thanks!

Re: 1099-R: Two Payer Addresses

MarilynG1 — Thu, 25 Mar 2021 02:51:20 GMT

The payer's address on your 1099-R is usually not important.

Is the Federal Identification Number the same on the download as the imported form?

If so, you probably don't need to Edit the address in TurboTax, unless you want to match the download version that you keep with your tax records.

Click this link for more info on Imported 1099-R Has Different Address.

Re: 1099-R: Two Payer Addresses

optx103 — Thu, 25 Mar 2021 20:06:11 GMT

Yes, same TIN. So should probably leave it as is. Thank you.