BLOG: What to Do If You Are Missing Important Tax Forms

If you are ready to file your 税 but you are missing important tax forms here’s what you should do:

报税表形式

You should receive a 报税表形式, 工资及税单, from each of your employers for use in preparing your federal tax return. Employers must furnish this record of 2019 earnings and withheld 税 no later than January 31, 2020 (allow several days for delivery if mailed).

If you do not receive your 报税表形式, contact your employer to find out if and when the W-2 was mailed. If it was mailed, it may have been returned to your employer because of an incorrect address. After contacting your employer, allow a reasonable amount of time for your employer to resend or to issue the W-2.

1099年形成

If you received certain types of income, you may receive a 1099年形成 in addition to or instead of a W-2. Payers have until January 31 to mail these to you.

In some cases, you may obtain the information that would be on the 1099年形成 from other sources. 例如, your bank may put a summary of the interest paid during the year on the December or January statement for your savings or checking account. Or it may make the interest figure available through its customer service line or website. Some payers include cumulative figures for the year with their quarterly dividend statements.

You do not have to wait for 1099年形成 to arrive provided you have the information (actual not estimated) you need to complete your tax return. You generally do not attach a 1099 series form to your return, 除了 when you receive a 1099年形成-R, Distributions From Pensions, 年金, Retirement or Profit-Sharing Plans, ira, 保险合同, 等., that shows income tax withheld. You should, however, keep all of the 1099 forms you receive for your records.

何时与国税局联系

If, 在2月中旬, you still have not received your W-2 or 1099年形成-R, contact the IRS for assistance at 1-800-829-1040. When you call, have the following information handy:

  • the employer’s name and complete address, including zip code, and the employer’s telephone number;
  • the employer’s identification number (if known);
  • your name and address, including zip code, Social Security number, and telephone number.

错位的报税表

If you misplaced your W-2, contact your employer. Your employer can replace the lost form with a “reissued statement.” Be aware that your employer is allowed to charge you a fee for providing you with a new W-2.

You still must file your tax return on time even if you do not receive your 报税表形式. If you cannot get a W-2 by the tax filing deadline, you may use Form 4852, Substitute for 报税表形式, 工资及税单, but it will delay any refund due while the information is verified.

提交经修订的报税表

If you receive a corrected W-2 or 1099 after your return is filed and the information it contains does not match the income or withheld tax that you reported on your return, you must file an amended return on Form 1040X, 修改你.S. Individual Income 纳税申报表.

Health Insurance Forms 1095-A, 1095-B, or 1095-C

Most taxpayers will receive one or more forms relating to healthcare coverage they had during the previous year. If you think you should have received a form but did not get one contact the issuer of the form (the Marketplace, your coverage provider or your employer). If you are expecting to receive a 1095年形成, you should wait to file your 2019 income tax return until you receive that form. However, it is not necessary to wait for 表格1095-B或1095-C in order to file.

1095年形成. If you enrolled in 2019 coverage through the Health Insurance Marketplace, you should receive 1095年形成, Health Insurance Marketplace Statement 2020年初.

表格1095-B或1095-C. If you were enrolled in other health coverage for 2019, you should receive a Form 1095-B, 健康保险,或表格1095-C; Employer-Provided Health insurance Offer and Coverage 三月初.

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