Hi, my name is David Miles. I'm an enrolled agent with 2020 Tax Resolution in Broomfield, Colorado. Today, I'm going to help you answer the question of what to do if you're missing a 1099 or a 1099-R that reports a distribution from a retirement plan. Before overreacting about not having it, remember that payers generally are not required to send a 1099 unless the distribution is over $600. If the distribution is over $600 and you haven't received your 1099 shortly after January 31st, you should contact the payer. If the document still hasn't shown up by February 15th, contact the IRS at 800-829-1040. The IRS will create an inquiry with the payer, usually by mail, and help you get the document. Still, if the IRS isn't successful in getting the 1099, do your best to include the amounts and any tax withheld on the return yourself. If in the future you determine that the amount is incorrect and you have your 1099, file an amended return as soon as possible. As always, consult with an enrolled agent or your qualified tax professional about your specific situation. My name is David Miles with 2020 Tax Resolution, and that's what to do if you don't have a 1099-R. Thanks for watching.
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How do i get a copy of my 1099 R Form: What You Should Know
Select your account type in the drop-down menu. Proceed to Log in You may click on “Forgot Your Password”? If you do not, you will be prompted for it on the next page. You can also call ERS customer service in Texas to view your 1099-R as long as you have had your 1099-R Tax Form for the prior tax year and have a valid Social Security number. If you do not have a Social Security number, you can call them, and they can help you obtain one. You can call them at the number below. Texas Tax Return Services, Inc. 800.848.5777 Hours: 7:30am-4:30pm, Monday through Friday. Texas Tax Return Services, Inc. 800.848.5777 Hours: 7:30am-3:00pm, Monday through Friday Jun 28, 2024 — Tax Return Service for individuals filing an individual return Texas, ERS customer service Hours: 7:30am-4:30pm, Monday through Friday Jun 28, 2024 — ERS customer service is available for Texas residents who are filing an individual return and who need the tax forms for that year. If you don't need your 1099-R until late May or June of the year you can call the ERS customer service number below. To request a copy of your 1099-R please go to this link. ERS Customer Service. You can also call Texas ERS customer service using the above phone number. Texas ERS customer service. Hours: Monday through Friday Jun 28, 2024 — ERS customer service is available only for residents of the state of Texas and/or the District of Columbia. Texas, ERS customer service 800.848.5777 Hours: 7:30am-4:30pm, Monday through Friday Jun 28, 2024 — ERS customer service is not available for non-residents. Tax Return Service: What is it all about? Tax return service refers to both the Federal Income Tax Return and the Texas Internal Revenue Tax Return. Tax return service is provided by your state of residence and the Internal Revenue Service of the United States.
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