I didn't get a 1099Rr from company I transferred money from into another fund to buy a house. Have form from other Co. Do I file or wait on form to come in mail?

[avirish1]

Online access unavailable to view forms, as they've reset password that has to be mailed as well.

[rjs]

What kind of account did you take the money out of? Was it a retirement account, such as an IRA or 401(k)? If you sold stocks, mutual funds, or other securities in a regular taxable account you would get a 1099-B, not a 1099-R. They might have sent you a consolidated statement that included the 1099-B information as well as other information.

You could try to figure out the information about the withdrawal or sale, even though you don't have the form. But if it's from a retirement account, or from a mutual fund with reinvested dividends, you're not likely to be able to figure out the correct amounts. If you file with the wrong information, you'll have to file an amended return later.

I suggest that you wait to get the form, and you'll just have to file a little late. (Did you file an extension?) If you are getting a refund there is no penalty for filing late. If you owe tax, the IRS will send you a bill for the penalties and interest.