jtax
Level 10

Retirement tax questions

It is best to ask for the 1099-Rs and wait until you get them to file. (Be sure to file an extension before 4/17/17 though. Then you have until October to file.)

Alternatively you can file a Form 4852 to report a missing 1099-R or W2. However, If you get the amount wrong, you may need or want to filed an amended return later and while that isn't hard, its another thing to do. This is the IRS page on what to do if you don't get a W2 or 1099-R

https://www.irs.gov/taxtopics/tc154.html

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