You'll need to sign in or create an account to connect with an expert.
It is best to ask for the 1099-Rs and wait until you get them to file. (Be sure to file an extension before 4/17/17 though. Then you have until October to file.)
Alternatively you can file a Form 4852 to report a missing 1099-R or W2. However, If you get the amount wrong, you may need or want to filed an amended return later and while that isn't hard, its another thing to do. This is the IRS page on what to do if you don't get a W2 or 1099-R
https://www.irs.gov/taxtopics/tc154.html
It is best to ask for the 1099-Rs and wait until you get them to file. (Be sure to file an extension before 4/17/17 though. Then you have until October to file.)
Alternatively you can file a Form 4852 to report a missing 1099-R or W2. However, If you get the amount wrong, you may need or want to filed an amended return later and while that isn't hard, its another thing to do. This is the IRS page on what to do if you don't get a W2 or 1099-R
https://www.irs.gov/taxtopics/tc154.html
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
hwy407
New Member
raystuff1
New Member
moontess
New Member
ualdriver
Level 3
PAW1
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.