- I apologize that I was under the impression that if you supply with a document, you would also file it with the IRS. Hence the statement on the 1099-R. Now, after my tax return has been held for over 13 weeks, I finally was lucky enough to get a tax agent to give me an answer.
The proper thing to do would be for Principle to say, yes here is your 1099-r but we will not supply your information to the IRS on time and apply for extensions without your knowledge so you can sit there worried something is wrong on your end.
By the way, it is 5/3 and they have confirmed they still have not forwarded the information to the IRS.
If anyone else finds this and has the same situation, the answer is contact your congress person and they will help. Not TAS. Congress person will take your bank statement of deposit, copy of the withdraw from your 401k account and the 1099R to push it along. Problem solved
