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lcd809
New Member

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

 
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dmertz
Level 15

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

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.

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3 Replies

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

Can you get a copy from their website?  What Company?
lcd809
New Member

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

No. Ford Motor Retiree Services has none to post. Mail only. Promised over 6 weeks ago.
dmertz
Level 15

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

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.

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