JohnB5677
Expert Alumni

Retirement tax questions

The first step is to contact your employer. 

  • Simply question why you got a 1099-NEC instead of a W-2. .
  • Do you have any kind of of pay stub that can confirm that taxes had been taken out.
  • Be sure that you are correct before going further.

If you are convinced that taxes were taken out,  your next step is to contact the IRS.

  • You can call toll-free at 1-800-829-1040 or visit a Taxpayer Assistance Center Local IRS Office .
  • IRS will send your employer a letter instructing them to issue a corrected version within 10 days.
  • You can file your tax return reporting what you think is the correct amount of wages and withholding using Form 4852, the "Substitute for Form W-2".
  • The IRS will advise you of this option when you reach out to them. You'll have to reference your pay stubs if you use this form.
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