IRS - What to do if Form W-2 and Form 1099-R is not received or is incorrect


If your Form W-2, Wage and Tax Statement, Or your  Form 1099-R , Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., are not available to you, or if your information is incorrect on these forms, contact your employer or payer. If you still have not received the missing or corrected form, you may call the IRS at 800-829-1040 for assistance. When you call, please have the following information available: Your name, address (including ZIP code), phone number, and social security number, Your employer or payer's name, address (including ZIP code), and phone number, If known, your employer or payer’s identification number, An estimate of the wages you earned, your federal income tax withheld, and your dates of employment. The IRS will contact the employer or 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. If you do not receive the missing or corrected form in sufficient time to file your tax return, you may use Form 4852 to complete your return. If you receive the missing or corrected Form W-2 or Form 1099-R after you file your return and the information differs from your estimates, use Form 1040X , Amended U.S. Individual Income Tax Return