Comments on: How to Handle a Missing 1099 Form

By: Antoinette Bean

Antoinette Bean — Mon, 11 Apr 2011 19:00:10 +0000

How do I get my 1099G for 2011 if i didn’t recieve them as of yet I was told because i moved and they don’t forward is probably why, so i gave them the new address nad still haven’t got them yet

By: Michael Quinn

Michael Quinn — Mon, 11 Apr 2011 14:33:17 +0000

Merrill Lynch sent me a 1099 for stock trades. It is nowhere near complete. What they sent me is of no use to me tax wise. Thank God I kept my own records! My question is if they sent this copy to the IRS, will they only use that info or will they use mine also. Thanks

By: Juli

Juli — Mon, 26 Apr 2010 16:03:26 +0000

My husband was self-employed and issued a 1099-misc to contract labor in early 2009 (TY2008). It is only now that I have discovered that we lost our copy of this form. I can piece together the amount that was reported on the form. What alerted us to this is that we received a letter from the IRS stating that the SSN listed on the form did not match their records. But now I see that I cannot find the form. Please help!

By: rick mendez

rick mendez — Mon, 12 Apr 2010 16:14:02 +0000

did you get my number one question i sent you about my 1099 form

By: rick mendez

rick mendez — Mon, 12 Apr 2010 15:53:20 +0000

where do i get my unemployment 1099 form if i misplaced or didnt get one for filing my taxes this year. can i get one over the internet and where.

By: IASSOS

IASSOS — Wed, 10 Feb 2010 20:44:10 +0000

I am missing the 1099 forms because of Fidelity. Here is what they said:

“We are writing to inform you that Fidelity will mail your 2009 (Forms 1099) Tax Reporting Statement no later than February 28. Fidelity is taking this action to reduce the number of “corrected” tax statements you could receive.

Please note the following:

We will be mailing selected tax statements in late February because certain third-party tax information will not be available in time to be included in the tax statements mailed by the legal deadline (February 15).
The third-party information includes data for certain non-Fidelity mutual funds, unit investment trusts, mortgage pool securities, and real estate investment trusts.
We are able to mail your tax statements in late February because we received a mailing deadline extension from the Internal Revenue Service…”

By: ryan

ryan — Mon, 08 Feb 2010 16:34:48 +0000

excellent post. we recently had a user asking us about what to do if the 1099 form had the wrong social security number. obviously we advised the user to request a corrected 1099 from the company. It’s details like these that often get overlooked. once again – nice post.

By: Bodark

Bodark — Mon, 08 Feb 2010 15:52:49 +0000

IF it is a 1099R (Retirement income), the check writer will gladly reprint (e.g. Merrill Lynch, Bank of NY, etc..)Also, you can pester your former employer.. squeaky wheel gets the reprint!

Of note – if you are a survivor receiving payment, the 1099R’s must be in sync with the Social Security Numbers. That is to say: If husband was alive from Jan to March, and wife received payments April to Dec. The 1099R’s must show that, even if the annuity amounts were the exact dollar. More random knowledge that you will use once in your life time.

By: Paul @ FiscalGeek

Paul @ FiscalGeek — Fri, 05 Feb 2010 19:15:03 +0000

Extremely timely, my wife was asking me the same thing last night. She’s our kids school PTA treasurer. Thanks Nickel!

By: Nickel

Nickel — Fri, 05 Feb 2010 18:35:31 +0000

You should handle it the same way as if you had received a 1099. Even if you got one, you wouldn’t submit it with your return. You would just report the income.

By: Greg

Greg — Fri, 05 Feb 2010 18:30:47 +0000

What about cases where you would get a 1099, but one wasn’t sent because the amount was small? For example, Lending Club only sends a 1099-DIV for income over $10. If your income was less than that, how do you declare it on your tax return?