Form 1099 R Instructions: Fill & Download for Free

No Worries.... as long as your employer gives you a W-2 showing that the taxes were withheld. Go ahead and file as usual, and the IRS and former employer will duke it out. Now, if the employer gives you an erroneous W-2 that does not show the withholding, then you have to attempt to get it corrected. Failing that, you are to file a 4852 form with your tax return. Here is what the IRS website says:If your attempts to have the incorrect Form W-2 (.pdf), Wage and Tax Statement, corrected by your employer are unsuccessful and it is after February 14, you can request that an IRS representative initiate a Form W-2 complaint. You may call the IRS toll free at 800-829-1040 or visit an IRS Taxpayer Assistance Center (TAC) in person.The IRS will send your employer a letter requesting that they furnish you a corrected Form W-2 within ten days. The letter advises your employer of their responsibilities to provide a correct Form W-2 and of the penalties for failure to do so.The IRS will send you a letter with instructions and Form 4852 (.pdf), 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. You can use the Form 4852 in the event that your employer does not provide you with the corrected Form W-2 in time to file your tax return.

A Form 1099-R is an information return that reports to the IRS amounts paid (not amounts received) and tax withheld under retirement plans and commercial annuities, or certain payments under life insurance policies. The payee (you) receives a copy of the return filed with the IRS.As far as what specific information is on the Form, the best way to see what’s included in a multi-purpose form is from the instructions, which are here: https://www.irs.gov/pub/irs-pdf/i1099r.pdf

Topic Number 154 - Form W-2 and Form 1099-R (What to Do if Incorrect or Not Received)If your Wage and Tax Statement, and/or Form 1099, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., aren't available to you by January 31, 2018, or if your information is incorrect on these forms, contact your employer/payer. If by the end of February you still haven't received the missing or corrected form, you may call the IRS at 800-829-1040 for assistance. When you call, have the following information available:Your name, address (including ZIP code), phone number, and social security number,Your employer/payer's name, address (including ZIP code), and phone number,If known, your employer/payer's identification number (EIN).The IRS will contact the employer/payer for you and request the missing or corrected form. The IRS will also send you a Form 4852.pdf, 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 for you.If you don't receive the missing or corrected form in sufficient time to file your tax return, you may use Form 4852 to complete your return. You'll estimate your wages or payments made to you and taxes withheld on Form 4852.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.pdf, Amended U.S. Individual Income Tax Return. For additional information on filing an amended return, refer to Topic No. 308.