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

If I sold some employee stock shares through an online brokerage and taxes were taken out at the time of the sale, do I

If you sold stock through an online brokerage and had taxes withheld, you'll need to use Form 8949. Learn more from the tax experts at H&R Block.

Owe IRS

Get the facts about what happens when you owe the IRS and the payment options you may qualify for when you owe and can't pay.

IRS Notice CP92 – Levy on State Tax Refund

Learn more about form CP92, why you received it, and how to handle an IRS levy with help from the tax experts at H&R Block.

IRS Letter PCA – Private Collection Agency Notification

Learn more about IRS Letter PCA, why you received the letter, and what it means for you with help from the tax experts at H&R Block.