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.
Do you know the difference between W-2 and 1099 forms? Learn more from the tax experts at H&R Block.
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