I received my 1099 r and its incorrect. They have it as a 1 in the distrubtion code. Yes i am under 59 1/2, however i am perm disabled and receiving ssi. I called fidelity and they said i had to send letter of instruction and proof (which i did) now they are saying its up to me to change the change the code. Im not understanding. Because they issued it why cant they make the correction. How do i proceed as id like to file my taxes. I do it online myself.
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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.
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:
A distribution code of 3 on your Form 1099-R represents disability income. This distribution isn't subject to an additional 10% tax as an early distribution, but it is still included in your taxable income.
Click here for additional information regarding Form 1099-R and Disability payments.
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