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Missing 1099R with tax withheld and 2004 return

 

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Subject Author Date
Missing 1099R with tax withheld and 2004 return bm30003700@aol.com 04-04-2008
Posted by bm30003700@aol.com on April 4, 2008, 8:26 pm
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I am waiting for a client to get a 1099R to me for a year 2004
return. There will be an overpayment showing on the return, and the
client isn't sure if the the 1099R can be reissued in time to file the
return by April 15.
Is there any alfternative to waitng for the 1099R?

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Posted by Mike Wellman on April 4, 2008, 11:00 pm
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> I am waiting for a client to get a 1099R to me for a year 2004
> return. �There will be an overpayment showing on the return, and the
> client isn't sure if the the 1099R can be reissued in time to file the
> return by April 15.
> Is there any alfternative to waitng for the 1099R?
>

You just have a few days. Call the Practitioners Hotline and they can
give you the 1099R information and fax it to you.

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

Posted by Harlan Lunsford on April 5, 2008, 1:39 pm
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Mike Wellman wrote:
>> I am waiting for a client to get a 1099R to me for a year 2004
>> return. �There will be an overpayment showing on the return, and the
>> client isn't sure if the the 1099R can be reissued in time to file the
>> return by April 15.
>> Is there any alfternative to waitng for the 1099R?
>>
>
> You just have a few days. Call the Practitioners Hotline and they can
> give you the 1099R information and fax it to you.
>
Provided of course that you have a valid POA and can send it to the hotline.

ChEAr$,
Harlan Lunsford, EA n LA

--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>

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