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Level 3
March 25, 2021
Solved

1099-R: Payer Address Discrepancy

  • March 25, 2021
  • 2 replies
  • 40 views

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!

 

    Best answer by MarilynG

    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

     

     

     

     

    2 replies

    MarilynG
    MarilynGAnswer
    Level 15
    March 25, 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"
    optx103Author
    Level 3
    March 25, 2021

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