Thanks for the heads-up.

I don't think I have anyone with a Morgan Stanley 1099-R so I've never paid attention to the address or EIN.

On the INT/DIV/B side there were lots of mergers in 2023.  For every ETrade 1099 you should also look for a Morgan Stanley 1099.  For every TD Ameritrade 1099, also look for something from Charles Schwab.

I haven't confirmed this but I think that IRS schema change that folks were getting rejects on for prior year returns had something to do with the IRS matching payors and EINs now.  I've heard on another list that folks are getting rejects for 1099-Rs from the Ohio state deferred comp plan because the IRS has an error in their system mismatching the name and EIN (so maybe they're at least attempting to match those this year.)

See blurb in the box at the top of the page:

https://www.ohio457.org/home

"ALERT:

Due to an error in the IRS database that processes Federal tax returns, the IRS is unable to validate Ohio DC’s tax identification number. This could affect your ability to file your taxes. We are in daily contact with the IRS to advocate for the fastest resolution possible."

So that sounds like a lot of fun.

Rick