IRS Tax Tip 2023-25: What to do when a W-2 or Form 1099 is missing or incorrect
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Issue Number: IRS Tax Tip 2023-25
What to do when a W-2 or Form 1099 is missing or incorrect
It’s important for taxpayers to have all their documents and information so they can file an accurate and complete tax return. This may mean waiting to file until they receive all their documentation – and it can also mean following up on missing or incorrect documents.
Most taxpayers should have received income documents near the end of January. These may include:
Taxpayers should first contact the employer, payer or issuing agency directly for copies
If they can’t get a copy, they can contact the IRS for help
Estimating income when forms are incorrect or missing
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.
If the taxpayer doesn’t receive the missing form in time to file their income tax return by the filing due date, they may complete Form 4852 or Form 1099-R to estimate their wages and earnings. They then attach the relevant form to their tax return when they file.
Taxpayers may need to file an amended return if they filed with missing or incorrect info
Incorrect Form 1099-G for unemployment benefits
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