How do i get my 1099R because I have not received it

[jermart69]

I need my 1099R from office of personnel management retirement  operations it has not come and I am afraid its lost what do I do

[Rachel_W · Accepted solution]

You can download your Form 1099-R by logging into your account online: https://www.opm.gov/retirement-services/my-annuity-and-benefits/services-online/.

You can also call them and request that they send a copy of your Form 1099-R at (888) 767-6738. 

Edited to add:  I just wanted to let you know this is the correct number but it isn't working right now because they are experiencing high call volume. They indicate this on their website as well.

[Edited 02.01.2019| 4:05PM]

[James 7]

How do I get a duplicate 1099-r?

[DoninGA]

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@James 7 wrote:

How do I get a duplicate 1099-r?

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You will need to contact the Payer on the form 1099-R to get a copy.

[Rafiki60]

Hello i can not get to my 1099R form can you please help

[Rafiki60]

I called the number they said they could not help because im not a retiered federal worker 

[SusanY1]

Did you receive a distribution (income) from the Office of Personnel Management this year?  If you did not then you would not receive a copy of 1099-R.

@Rafiki60

[Rafiki60]

This is really frustrating

[VolvoGirl]

We need more details.  Did you get a 1099R?  Why should you be getting one?  And from who?  Did you take a 401K or IRA Distribution or do a rollover?  Who did you call?

[Rafiki60]

I just filed yesterday with turbo yesterday and i had shared that i took some funds from my 403B annuotie and they did not send a 1099R form so now i need one

[VolvoGirl]

You have to get a 1099R from the 403B Annuity company.  Did you file your return without it?  Or did you take a loan?  (I don't know if you can take a loan).

When you get a copy of the 1099R you might need to amend your return to add it.

You cannot change or add anything on the return that you e-filed.  It is too late, just like when you put an envelope in a US mailbox

Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and add or change it and resend it.

If the IRS accepts your return, then you have to wait until it has been fully processed and you have received your refund or paid the tax due. THEN you can prepare an amended tax return 1040X and mail it in. You cannot e-file an amended return.  Meanwhile, DO NOT change anything on your return until you start the amended return. If you did change or add the missing info then take it out and put your return back to the way it was when you first filed it.

You can check your efiling status here,
https://turbotax.intuit.com/tax-tools/efile-status-lookup/

How to amend an Online return
https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-turbotax-online-return/00/27577

[Rafiki60]

It is my 403B through Lincoln financial and i was given a hardship but i pay it back out of each check

[Rafiki60]

 ok thank you

[VolvoGirl]

If you are paying it back it might be a loan.  You don't report loans on your tax return.

[srdykema95]

I have photos ready except arts 1099R still working on it