Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan.
Statute of Limitations The IRS only allows three years from the date of your original filing to file an amended return and receive a refund. If you file after the statute expires, then you forfeit your right to a refund. If you require assistance completing your return, call the IRS at 80...
How Do I Get a Copy of My 1099-R Form? The IRS requires plan managers to fill out and send form 1099-R by January 31 in the year following a distribution of $10 or more. If you lose or do not receive your form 1099-R, you can request a replacement by contacting the company tha...
What are 1099 Deductions? What is a W-2 Form? Which Documents Need to be Brought to a Tax Preparer? Discussion Comments Byanon247852— On Feb 15, 2012 Why do I keep getting a 1099-R every year if I've already closed out my 401K account?
Consider Also:What if I Made a Mistake on my Taxes? Advertisement Consequences of Incorrect Filing Taxpayers who receive incorrectly filed 1099-R forms are required to amend their previously filed tax returns or request a new Form 1099-R from payers. To file an extension, you must file...