Help - Search - Members - Calendar
Full Version: late 1099-R
BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
m.n.ouellette
Hi. I have one plan that I missed sending out 1099-R's for two different participants. Each participant rolled their money over, so there was no withholding incurred. I also did not file the 1099-R's or the 1096 with the IRS.

What do I do?

I've searched this site extensively and can't find an answer to my specific "dilemma"! Thanks for your help!

mno
maverick
I'd just prepare the 1099-R and 1096 forms and throw them in the mail. I've not had any experience with late submissions, so I can't tell you what the IRS will do.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.