What taxpayers should do if they have incorrect or missing documents

Author: External Author | | Categories: Tax Preparation Services , Tax Preparer , Tax Services

Taxpayers should make sure they have all their documents before filing a tax return.

Taxpayers who haven't received a W-2 or Form 1099 should contact the employer, payer or issuing agency and request the missing documents. This also applies for those who received an incorrect W-2 or Form 1099.

If they can't get the forms, they must still file their tax return on time or get an extension to file. To avoid filing an incomplete or amended return, they may need to use 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.

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Original Article Source Credits:   IRS , https://www.irs.gov/

Article Written By:  NA

Original Article Posted on:  March 21, 2022

Link to Original Article:  https://www.irs.gov/newsroom/what-taxpayers-should-do-if-they-have-incorrect-or-missing-documents



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