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Lacerte-1099-R Phone Number

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Level 2
last updated ‎February 01, 2020 9:56 AM

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
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Level 14
last updated ‎February 01, 2020 9:56 AM

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


ex-AllStar
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Level 15
last updated ‎February 01, 2020 9:56 AM

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.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
Highlighted
Level 1
last updated ‎February 01, 2020 9:56 AM

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.

0 Cheers
Highlighted
Level 15
last updated ‎February 01, 2020 9:56 AM

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

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
0 Cheers