I would have gone with the insanity defense.He keeps pleading incompetency but had his login info written down, but by the time I'd gotten hold of it we were locked out. I called and have to wait for snail mail now...I'd check that first; my fall back would be to call them. Often they will give you the info on the 1099 over the phone if you are the account holder. EINs can change - even if there isn't a name change. I always check the paper form when entering 1099-Rs. Clients often bring us 1099-Rs with changed EINs and the template in their record has the old EIN and name.I bet he can quickly download one from the Corebridge website
Statistics: Posted by jebmke — Wed Jan 31, 2024 10:38 am — Replies 4 — Views 174