Missing document for death benefit

jujubean — Tue, 24 Feb 2026 07:14:56 GMT

I had to write a letter to the IRS last year to explain why I could not include a form 1099-R form from a company concerning a death benefit. They(the insurance company) had sent me the form but had NOT sent me the payment. Shortly after the late tax submittance date, after doggedly pursuing them for about 9 months, I did finally receive the payment. They have not sent me a form for this year, however. ('22) Can I file with the form they had sent for '21 and a letter explaining (as well as last year's letter), and if so , where so I enter this 1099-R death benefit on my tax forms?

I appreciate your help very much,

jujubean

Re: Missing document for death benefit

RSUMan — Wed, 27 Sep 2023 23:45:06 GMT

The ideal solution is for the insurance company to issue a corrected 1099 R showing year 2022.

If you got the cash in 2022 and the distribution is taxable (some life insurance death benefits are not included in gross income), you can always enter it as other reportable income.

Do not enter the 2021 Form 1099 R on the 2022 tax return; IRS computers are not configured to handle that.

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Missing document for death benefit

Re: Missing document for death benefit