topic How do you get 1099r for my tax input? in Retirement tax questions

How do you get 1099r for my tax input?

f-marty — Wed, 11 Feb 2026 03:50:24 GMT

did not receive in mail tell how to get

Re: How do you get 1099r for my tax input?

Bsch4477 — Sun, 11 Feb 2024 04:09:43 GMT

Ask your financial institution for a copy.

Re: How do you get 1099r for my tax input?

SteamTrain — Sun, 11 Feb 2024 14:15:12 GMT

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.

_________

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.

Re: How do you get 1099r for my tax input?

MonikaK1 — Tue, 13 Feb 2024 01:54:58 GMT

If your Form W-2, Wage and Tax Statement and/or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 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:

Your name, address (including ZIP code) and taxpayer identification number
Your employer/payer's name and address (including ZIP code).

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.

@f-marty