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]
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 wrote:
How do I get a duplicate 1099-r?
You will need to contact the Payer on the form 1099-R to get a copy.
Hello i can not get to my 1099R form can you please help
I called the number they said they could not help because im not a retiered federal worker
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.
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?
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
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
It is my 403B through Lincoln financial and i was given a hardship but i pay it back out of each check
If you are paying it back it might be a loan. You don't report loans on your tax return.
I have photos ready except arts 1099R still working on it
I don't have the number that it asks for. Can you help me?
Please provide additional information so that we may assist you. The number for what. Please provide more detail.
I need a copy of my 1099R for year 2020 to file my taxes.
Thanks
Ask the plan for another copy. Or maybe you can log into your retirement or ira account and get it.
How doI get my 1099R because I have not received it yet
Your 1099R For what year? The plan will send out the 1099R by Jan 31 for the prior year. So 2021 1099R won't come out until next January or early February. Ask the plan.
I thought I should have received my 1099-R by this date (2/4/22); however, I have not. Date of expected delivery?
Keep waiting. I got all mine but haven't got any yet for my parents.