jtax
Level 10

Retirement tax questions

If you don't include the 1099-R in your taxes, the IRS matching computers will eventually flag it as missing. I think you should call up the company and figure out what is going on. I suppose it could be a scam of some sort, but if legit the IRS will want it to match your return.

 

Usually there is something going on that the company can explain. 

 

There are ways to correct for a missing or incorrect 1099-r or W2. E.g. https://www.irs.gov/taxtopics/tc154

 

But I wouldn't use that until I understood why the company thought they should issue the 1099.

 

If I were you I would file an extension today (free, gives you until Oct 15 to file, so plenty of time to figure this out). Not an extension is not an extension of time to PAY, just to file. So if you owe money make a payment.

 

https://turbotax.intuit.com/irs-tax-extensions/

 

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