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Ask your financial institution for a copy.
And if you have an Online account with the issuer, check for a PDF download of teh 1099-R forms in that account.
You might have set yourself up for only Electronic access to those 1099-R forms.
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Only one of my 3 providers mails out the forms...two I have set up to download myself from my accounts...the other will only mail them out.
If your Form W-2, Wage and Tax Statement and/or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insur... aren't available to you by January 31, 2024, or if your information is incorrect on these forms, contact your employer/payer or check your online account with the employer/payer, as suggested by other users.
If you still haven't received the missing or corrected form by the end of February, you may call the IRS at 800-829-1040 for assistance (see telephone assistance for hours of operation). When you call, please have the following information available:
See IRS Tax Topic 154 for more information. Also, see this IRS webpage for information on how to order Wage and Income transcripts of your information returns such as W-2 and 1099.
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