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Who is considered the payer

Who is considered the payer on a 1099 r
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2 Replies
Kat
Level 15
Level 15

Who is considered the payer

The payer is the financial institution that issued the 1099-R to you.  See the screenshot attached.  I've starred the box where you'll find the payer's name and address.

 

2020-02-07 03_20_01-Window.png*Please click the thumbs-up icon if this response was helpful.
**Please click "Mark As Best Answer" if your question has been resolved. Thank you.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***
Hy1
New Member

Who is considered the payer

When I was about to e-file, I received a message that I had to many characters for the payer.

In order to correct this, I went to forms and clicked on the one that had the payer's name. Then I edited the name to use fewer characters. This fixed the problem and I was allowed to e-file.

 

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