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posted Jun 4, 2019 11:22:30 PM

In regards to the 1099-SA form, is the "payer name" the bank the account is with or my name?

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Level 9
Jun 4, 2019 11:22:34 PM

Yes, the Payer is the issuer/bank of the 1099-SA form. So that information should be in the box in the top left of the form. It may say "Trustee/Payer's name" there. You are the recipient. 

1 Replies
Level 9
Jun 4, 2019 11:22:34 PM

Yes, the Payer is the issuer/bank of the 1099-SA form. So that information should be in the box in the top left of the form. It may say "Trustee/Payer's name" there. You are the recipient.