Employers have until January 31 to issue certain informational documents to employees. If you have not received your Form W-2 or Form 1099R by January 31 or you discover that the information printed on these forms is incorrect contact your employer immediately.
If the missing or corrected form is not received from your employer by February 14 you may call the IRS at 800-829-1040. You will need to provide your name address (including zip code) phone number Social Security Number dates of employment employer’s name including address and zip code and phone number.
After February 14 the IRS will contact your employer on your behalf and request the forms you are missing. The IRS will also send you a Form 4852 (PDF) a substitute Form W-2 or Form 1099R along with instructions on how to fill it out. If the missing forms are not received in a time frame that is sufficient for you to file your tax return you may use the Form 4852 to complete your return.
If the missing or corrected form should arrive after you have filed your return and a correction is needed use Form 1040X Amended U.S. Individual Income Tax Return.
If you have additional questions on filing your 2013 tax return contact Lindemeyer and a member of our tax services team will follow-up with you promptly.