LeeM
New Member

Retirement tax questions

If a beneficiary simply refuses to provide the requested information, and if the issuer is otherwise unable to obtain it, the issuer should attach a signed affidavit to the tax return establishing reasonable cause for the failure to report the beneficiary’s social security number.

In this case, you could attach documentation of your attempts to contact the beneficiary to prevent any penalties. You would need to mail in your return with that documentation however.