- 1). Locate the records you have that relate to the 1099-R. For example, if the 1099-R is for money you received from your pension, find all of the pension paperwork and your bank statements showing the pension deposits. Add the total distributions together and double-check your figures against what's shown on the form.
- 2). Contact the payer on the 1099-R, as shown in the top left-hand corner of the form. Ask for an amended 1099-R, and state you have documentation showing the form you have is wrong. Send a request for an amended form with copies of your documentation by certified mail, with a return receipt, if the payer will not send an amended form. Copy the request and mail receipt.
- 3). Contact the IRS at (800) 829-1040 for help after February 14 of the filing year. The payer has until that date to send you an amended form. Explain the problem with the 1099-R you received, and tell the IRS about your attempts to get a corrected 1099-R from the payer.
- 4). Complete the Form 4852 the IRS sent you after you contacted the agency if the payer does not give you a corrected form before the tax filing deadline. Form 4852 is used for reporting the correct information for a 1099-R if you received an erroneous form and cannot get an amended form. Complete the form with the corrected 1099-R information. Attach Form 4852 to the back of the tax return, before any other forms.
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