joanmcq Posted March 31, 2008 Report Share Posted March 31, 2008 Want to pay the tax now. 1099-R asks for zip code and EIN of payer which I don't have. filling out substitute doesn't seem to populate 1040. Trying to get efile to create. Anyone know what to do? Quote Link to comment Share on other sites More sharing options...
GraceNY Posted March 31, 2008 Report Share Posted March 31, 2008 In the past I have either contacted the company myself or had the taxpayer get the info for me. You need to find out who the custodian is. I have a client who has this happen every year with 401(k). I know Box 7 is a code 8. If all else fails, have to file as paper return. Grace Quote Link to comment Share on other sites More sharing options...
windmill Posted March 31, 2008 Report Share Posted March 31, 2008 In the past I have either contacted the company myself or had the taxpayer get the info for me. You need to find out who the custodian is. I have a client who has this happen every year with 401(k). I know Box 7 is a code 8. If all else fails, have to file as paper return. Grace I put the taxable earnings in Other Income . Quote Link to comment Share on other sites More sharing options...
joanmcq Posted April 2, 2008 Author Report Share Posted April 2, 2008 I know the payor is American Funds. Do you know any way to get an EIN? Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted April 2, 2008 Report Share Posted April 2, 2008 AMERICAN FUNDS SMALLCAP is 95-4253845 AMERICAN FUNDS NEW PERS is 95-2817150 Quote Link to comment Share on other sites More sharing options...
joanmcq Posted April 2, 2008 Author Report Share Posted April 2, 2008 I'll try to find out if its one of those. Its supposed to flow to line 7 right? Anyone else with american fund eins? jeez, i may just pick one at random to get the damn thing efiled. The 1099 hasn't even been issued yet. do i need to do a substitute form? Quote Link to comment Share on other sites More sharing options...
jklcpa Posted April 2, 2008 Report Share Posted April 2, 2008 Sorry Joan, no Amer Funds here. Yes, it goes on line 7. Enter code "8" in box 7 of 1099R input and ATX will report on 1040 line 7. Quote Link to comment Share on other sites More sharing options...
joanmcq Posted April 3, 2008 Author Report Share Posted April 3, 2008 The client got the number! Yeah! Tell them they can't efile without it and it gets 'em cooking. Quote Link to comment Share on other sites More sharing options...
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