How to access your 1099-R tax form

1. Sign in to your online account. Go to OPM Retirement Services Online.
2. Click 1099-R Tax Form in the menu to view your most recent tax form.
3. Select a year from the dropdown menu to view tax forms from other years.
4. Click the save or print icon to download or print your tax form.

Where can I get my 1099-R form?

You can download your Form 1099-R by logging into your account online: You can also call them and request that they send a copy of your Form 1099-R at (888) 767-6738.

Does post office have 1099 forms?

There are lots of places where you can get blank, red-ink 1099 forms. Your local post office might have the red-ink forms on hand as well but I have never had success with my local post office. You can order the forms are free by calling the IRS at 1-800-TAX-FORM or 1-800-829-3676.

When do I need a 1099-R form?

If you receive compensation from retirement plans, annuities, pensions or certain other types of unearned income, IRS Form 1099-R is the paperwork that documents the income you received. You need the form before filing your tax return.

How to substitute a 1099-R for a W-2?

Fill out IRS Form 4852, Substitute for Form W-2, Wage and Tax Statement, and attach it to your tax return in place of your missing 1099-R. You can download this form at IRS.gov. Estimate the figures as best as you can.

What is the expanded name for Form 1099-R?

The expanded name for Form 1099-R is “Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.,” which covers a lot of territory.

What kind of tax form is Social Security 1099?

A Social Security 1099 or 1042S Benefit Statement, also called an SSA-1099 or SSA-1042S, is a tax form that shows the total amount of benefits you received from Social Security in the previous year.