MonikaK1
Employee Tax Expert

Retirement tax questions

If your Form W-2, Wage and Tax Statement and/or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insur... aren't available to you by January 31, 2024, or if your information is incorrect on these forms, contact your employer/payer or check your online account with the employer/payer, as suggested by other users.

 

If you still haven't received the missing or corrected form by the end of February, you may call the IRS at 800-829-1040 for assistance (see telephone assistance for hours of operation). When you call, please have the following information available:

 

  • Your name, address (including ZIP code) and taxpayer identification number
  • Your employer/payer's name and address (including ZIP code).

See IRS Tax Topic 154 for more information. Also, see this IRS webpage for information on how to order Wage and Income transcripts of your information returns such as W-2 and 1099.

 

@f-marty

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