Missing 1099 or W-2 Form? Here’s What to Do

• Be Prepared: What to Have Ready When Contacting the IRS

  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).

• IRS Next Steps: How They’ll Help Resolve Your W-2 or 1099-R Issue

  The IRS will contact the employer/payer for you and request the missing or corrected form. The IRS will also send you a Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., along with a letter containing instructions for you.

• If you don't receive the missing or corrected form in sufficient time to file your tax return, you may use Form 4852 to complete your return. Estimate your wages or the payments made to you and any taxes withheld and report them on Form 4852.

Have any questions?

Be sure to reach out to the IRS or KPM to see how we can help!