I don’t want to file extension, but I didn’t receive all the Forms 1099-R I need to file my return. Since I know the amounts and don’t want to file an extension, what can I do regarding the missing 1099-R?
Contact your payers to request your Forms 1099-R. If they have sent the forms, but you haven’t received them, they might need to resend the forms.
If you still don’t receive your Forms 1099-R within a reasonable amount of time, you have two options:
- Call the IRS at 800-829-1040. Be prepared to provide your:
- Name and address
- Phone number
- Social Security number (SSN)
- Payer’s name, address, and phone number
- File Form 4852: Substitute for Form W-2, Wage and Tax Statement, or Form1099-R.
If you file Form 4852, attach it to your return. Write an explanation detailing your efforts to obtain your late 1099-R Forms.
If you’ve received unemployment compensation or a state tax refund, you’ll receive Form 1099-G. Learn more about Form 1099-G and how it affects your taxes.
Learn more about your options to reduce or remove an IRS estimated tax penalty. Get the facts from the tax experts at H&R Block.
Need help deciding if you need to file an amended return (IRS Form 1040X)? Get the facts from the tax experts at H&R Block.
Donating a qualified vehicle to a charity? Learn how Form 1098-C is used to report the details of your donation and how it affects your deduction.