To add a tax form address
The tax form address determines the address that appears on 1099-R tax forms and in the 1099 file.
For users licensed to use the Pooled Fund Administration module, the tax form address also determines the address that appears on tax forms and in tax files for pooled income funds, such as the Schedule K-1 and Massachusetts 2G form.
1. Open the Person Information of the person whose tax form address you want to add. How?
2. Click the Other Address tab.
3. Click .
4. Double-click the Tax Form row.
5. Fill in the address to appear on the person's tax forms. There is help available on each field.
6. Click , and then click
.
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