If your 1099-R is incorrect and you can not get the payer to issue a corrected 1099-R, you can call the IRS at 1-800-829-1040 for assistance. However, you need to be able to prove the information is not correct on your 1099-R. You will need to provide the IRS with the following information:
- Your personal information such as name, address, SSN,
- Your payer's name, address, and phone number
The IRS will contact the payer and request the corrected form. The IRS send you a Form 4852, Substitute for Form 1099-R.
If you do not received the correct information in time to file your return, you may use estimate Form 4852 to complete your return. Once you receive your correct 1099-R after you file your return, if the information does not match your estimation you can file an amended 1040-X, Amended Return.
For more information, see the IRS link below:
Form 1099-R not correct or not received
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