1099-R Payer Information
Use this procedure to specify the details about who is making the pension distribution. Ensure that the data matches IRS requirements.
Specify this information:
- Name
- Specify the name of the organization.
- Second Name
- Optionally, specify the second line of payer name.
- Address
- Specify the payer's street address.
- City
- Specify the payer's city.
- State
- Specify the payer's two-letter state code, for example, CA.
- Zip Code
- Specify the payer's ZIP or postal code.
- Telephone
- Specify the payer's phone number.
- Extension
- Specify the payer's phone extension number.
- Name Control
- Specify the IRS-assigned name control for the payer.
- Office Code
- Specify the payer's office code.
- Transfer Agent
- Select this check box if a transfer agent is involved.
- Agent Name
- Specify the name of the agent.
- Business Tax Identification Number
- Specify the payer's tax identification number.
- Foreign Entity
- Select this check box if the payer is a foreign entity.
- Last Filing Indicator
- Select this check box if this record is the last filing for this payer.