Level 3

Solved

can i e file form 1040 with payer ein omitted from 1099r worksheet

Forum|Forum|4 years ago
September 14, 2021
2 replies
21 views

taxpayer over funded his roth ira for 2020 and received refund of contribution and earnings in 2021. It is my understanding that the payer will report the distribution on a 2021 1099R with distribution codes of "J "and "P", requiring distribution reporting on his 2020 tax return (his return is extended until 10/15).. I have the amounts of the distribution, but do not have the payer ein number and having difficulty getting in contact with Met Life (go figure). Can I e file his return without the ein and will the irs accept?

ProSeries Professional

This topic has been closed for replies.

Best answer by dkh

Has the taxpayer never received any documents that would have the EIN listed ? Possibly on a Form 5498?

dkhAnswer

Level 15

Has the taxpayer never received any documents that would have the EIN listed ? Possibly on a Form 5498?

SL32_2Author

Level 3

thanks for response.

steve

Level 15

Did you google it?

"The Employer Identification Number (EIN) for Metlife Inc is 13-4075851"

"The Employer Identification Number (EIN) for Metlife Investments Securities, Llc is 81-3725807"

Etc.

Don't yell at us; we're volunteers

Level 15

Another reference:

MetLife Investment Funds, Inc. - SEC Report

IRS Number (EIN), 223322854 ( EIN # 22-3322854). Reporting File Number, 811-07450. State of Incorporation, MARYLAND. Fiscal Year End, 12-31.

Don't yell at us; we're volunteers

SL32_2Author

Level 3

awsome. thanks for reply

steve