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2 replies

Kat11_2
Alumni - Champ
Alumni - Champ
February 7, 2020

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.

 

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*** 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.***
Level 2
February 25, 2020

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.