Missing 1099R
Last week I discovered that I had not received a 1099R for a withdrawl I had made with federal witholding. I called the bank who said they had mailed on 4/4.
I haven’t received it yet. In case it doesn’t come by the 15th, should I:
File witout the 1099R and wait to here from the IRS or
file with the last statement which shows, among other thing, the amount withdrawn and the tax withheld?
Permalink Submitted by Alan Spross on Sat, 2008-04-12 00:27
What is the reason for the bank still working on 1099R forms in April? What was the date of the distribution, and HOW SURE are you that the statement will agree with the 1099R you should now have?