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Retirement tax questions
The time frame is uncertain as to when you will receive your form from the IRS due to the delays on their part since COVID. Here are the instructions and it wouldn't hurt to get a copy from your withholding agent just so you do have a copy for your records until you receive the one stamped from the IRS.
- Copy B will be stamped by the IRS and sent to the foreign person subject to withholding if the form is complete, including the transferor’s taxpayer identification number (TIN).
If necessary, later in the year, you can always try the Taxpayer Advocate Service (TAS). They are in place to assist in situations where you are unable to obtain resolution on your own.
- You can click here to begin: TAS Qualifier Tool. or
- Submit a request for assistance - Form 911 Request for TAS Assistance (instructions are included)
- Locate the local TAS Office for your area
This will get the process started for you. It's not going to be a fast process because they are handling a large volume at this time.
If you do not hear from TAS within one week of submitting Form 911, contact the Taxpayer Advocate office where you originally submitted your request. Incomplete information or requests submitted to a Taxpayer Advocate office outside of your geographical location may result in delays.
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