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Returning Member
posted Feb 10, 2020 2:26:42 PM

I have a 1099-R from Capital Group (American Funds) that does not have an EIN on the front or back of the form. Any clues why?

Atop the address, the entity writes "PAYER'S name, address, city or town, state or province, country, ZIP or foreign postal code and telephone number". But there is no EIN listed there, nor anywhere else on the form. Is this an oversight? I cannot proceed without knowing what it is.

0 18 26985
18 Replies
Level 15
Feb 10, 2020 2:27:59 PM

The box labeled Payer's TIN is the EIN.

Returning Member
Feb 13, 2020 1:48:41 PM

I have a new computer now and am trying to get used to it, including signing back in to my project. also, my EIN is the last four digits of my SSN. Do I put the other numbers in or just the "XXX-XX' symbols?

Meanwhile, I am trying to re-sign into the project. I may have to start all over again.,..

 

Phil Johnson

Expert Alumni
Feb 13, 2020 2:04:33 PM

You would put your social in.If needed,it may already be assigned to you. Most financial institutions now 'mask' your information in the xxx-xx-1234 manner.

Returning Member
Mar 14, 2020 1:00:00 PM

I have the same problem and there isn't an taxpayer id anywhere on the form ??

Returning Member
Mar 14, 2020 1:00:20 PM

It doesn't have one ??

 

Level 15
Mar 14, 2020 1:16:02 PM


@Rick69 wrote:

It doesn't have one ??

 


The IRS Form 1099-R will have a box for the Payer's TIN to be entered.  What form are you looking at?

This is the IRS Form 1099-R -

 

Level 2
Mar 28, 2020 2:07:49 PM

I know what you mean, and I found it.  It is right below Box 7 Distribution Code.  It is a different type of 1099-R, so it was difficult to find the TIN.

New Member
Apr 4, 2020 1:23:56 PM

Capital Group American Funds Federal ID Number NOT THE TAXPAYER or the TIN

Expert Alumni
Apr 4, 2020 1:35:06 PM

Did you see crnmn1's answer?  Look right below the Box 7 Distribution Code.

@HoneyBunnny

New Member
Mar 27, 2022 9:15:43 AM

Is the payer's tin number the federal tax number

Expert Alumni
Mar 27, 2022 9:31:09 AM

Yes, the payer's TIN is the federal tax number.  The correct format for the number is XX-XXXXXXX.

New Member
Apr 16, 2022 7:45:11 AM

Did you ever get this EIN? I am dealing with this situation right now and my return keeps rejecting with every EIN number I enter! I guess I can't find the one that matches the IRS database and the 1099 didn't have one listed.

Level 2
Apr 16, 2022 5:39:22 PM

I know what you mean, and I found it.  It is right below Box 7 Distribution Code.  It is a different type of 1099-R, so it was difficult to find the TIN.

Level 1
Jun 3, 2022 1:27:23 PM

Thank you.  I thought I was going crazy

 

New Member
Mar 20, 2023 9:29:40 AM

I have one of these 1099-B's for American Funds that has no "Payer's ITN" and no box 7 to look below for the EIN information.  Are there any other suggestions on how to get the number for Full Service filing a return?

 

New Member
Mar 20, 2023 10:04:42 AM

I was able to get the return accepted by changing the name of the payer to CAPITAL BANK AND TRUST CO and using EIN 95-6817943. I can't remember off the top of my head why I used this payer name. I must have googled and found that they were an affiliate? Or maybe that name was also listed on the 1099-R? I remember trying like 8 different things and this was the one to finally get accepted. Good Luck.

Level 8
Mar 20, 2023 10:53:44 AM

Did you try calling American Funds to obtain one or maybe visiting their website to try to get it from there.

New Member
Apr 2, 2023 10:31:47 AM

Hi all- If you are looking at your 1099-DIV, you need to look at each individual fund listed on that form. It will say something like Fund: Washington Mutual. Follow those numbers until you get to Section 4- Federal Income tax withheld. Under each individual fund, you will see the fund's FEIN. It will be labeled as PAYER's TIN, and will be different from each Fund. So basically, you're not looking for American Funds' FEIN, you are looking for each individual Fund's FEIN. Hope this helps!