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Lacerte-1099-R Phone Number

Brink18
Level 3

I am entering a 1099-R into Lacerte individual and it wants a telephone number per the diagnostics.  Is this the phone number of the institution?  If so, they don't show up on the 1099.  We don't have time to look up the phone numbers of all of the 1099s that we input this tax season.  Help!!!

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4 Replies 4
sjrcpa
Level 15

Other posters have suggested entering any phone number or using zeros .


ex-AllStar
IRonMaN
Level 15

Put the Lacerte support phone number in there.  The IRS isn't going to call the number, but just in case they do, support can explain to them why they haven't updated their software.

I'm keeping this job. But I am selling surplus anvils on the side. If you are interested please call 867-5309
Wilen
Level 1

It's not the software at fault here.  The phone numbers are required to be entered by the payors this year on Form 1099R.  Some of them are doing it, some of them are not.  Hope we don't get a bazillion corrected 1099Rs in about March.

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IRonMaN
Level 15

I believe the IRS originally was going to require the number but then changed their mind.

I'm keeping this job. But I am selling surplus anvils on the side. If you are interested please call 867-5309
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