1099-R: Payer Address Discrepancy

optx103 · ‎March 24, 2021

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!

MarilynG1 · ‎March 24, 2021

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.

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View solution in original post

MarilynG1 · ‎March 24, 2021

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

optx103 · ‎March 25, 2021

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

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1099-R: Payer Address Discrepancy