Solved: Company has not delivered after contacting them 4 times. What should I do if my 1099-R isn’t delivered?

lcd809 · ‎June 4, 2019

dmertz · ‎June 4, 2019

See IRS Tax Topic 154: https://www.irs.gov/taxtopics/tc154

If you end up having to submit a substitute Form 1099-R, TurboTax allows you to do that by marking the I need to prepare a substitute 1099-R box on the Tell Us Which 1099-R You Have page.

VolvoGirl · ‎June 4, 2019

Can you get a copy from their website? What Company?

lcd809 · ‎June 4, 2019

No. Ford Motor Retiree Services has none to post. Mail only. Promised over 6 weeks ago.

dmertz · ‎June 4, 2019

See IRS Tax Topic 154: https://www.irs.gov/taxtopics/tc154

If you end up having to submit a substitute Form 1099-R, TurboTax allows you to do that by marking the I need to prepare a substitute 1099-R box on the Tell Us Which 1099-R You Have page.