After import of 1009s I noticed the paer name is diff than on my paper or online 1099 form. So I went to update the name to match the form except cant on the 1099B.

So I guess the main question is does the payer name have to match the paper form or is the imported name fine. TIN from the payer is fine and accurate for the instutions.

posted

TurboTax Online will not accept Non-qualified plan when entering data from 1099R, Military Retired Pay. How long before a software update will be available? I have used TurboTax since 2013 and never had this problem.

in Retirement tax questions

Expert does your taxes

Do it yourself

Resources

Support

After import of 1009s I noticed the paer name is diff than on my paper or online 1099 form. So I went to update the name to match the form except cant on the 1099B.

Get more help

Do you have a TurboTax Online account?

After import of 1009s I noticed the paer name is diff than on my paper or online 1099 form. So I went to update the name to match the form except cant on the 1099B.

Do you have an Intuit account?

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert