Question

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?

Answer

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.

Related Topics

Related Resources

I have a question about filing an amended tax return. Is filing Form 1040X the way to add an additional W-2 if I’ve alre

Filing another W-2 with form 1040x after you have already filed your tax return. Learn more from the tax experts at H&R Block.

My withholding status has been married with no dependents. If I change my W-4 filing status to single with no dependents

What are the three choices for marital status on the W-4? Learn the answer from the tax experts at H&R Block.

I have a question about my prior-year W-2. I need to file a prior-year state return, but I lost W-2 Forms from last year

If you lost your prior-year W-2 forms, how do you file past tax returns? Learn more from the tax experts at H&R Block.

I filed for Chapter 7 bankruptcy last year. However, I didn’t receive a Form 1099-C and Form 982. How do I report the ba

What does a Form 1099-C and Form 982 have to do with bankruptcy? Learn more from the tax experts at H&R Block.