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posted Jun 3, 2019 12:36:02 PM

1099 - R Who is 'payer'?

I have a 1099-R.  The benefits are handled by a Trust Company, but the benefit is through a former employer.  Who should be the 'Payer', the Trust Co or my former employer?

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1 Best answer
Level 15
Jun 3, 2019 12:36:04 PM

The payer is in the "Payers Name" box on the 1099-R form that you received.

1 Replies
Level 15
Jun 3, 2019 12:36:04 PM

The payer is in the "Payers Name" box on the 1099-R form that you received.