Personal Finance and Investing

doc03

(37,561 posts) Mon Feb 17, 2025, 11:06 PM Feb 17

I have heard that the 1099 forms are to be mailed out no later than

January 31. I have all my forms but 1 1099 form from a pension so I can't file my income tax.
I called the pension plan last Monday, first off they have a recording saying all 1099 forms
have been mailed out no later than January 31. Then someone answers the phone and I tell
him I never received the form; he asked my name and address, and he said "I may mail it tomorrow"
Here it is a week later, and I still don't have it. My next door neighbor also receives the same pension
and both of us have gone through the same bullshit the last two years. If there is anyone still left at the
IRS can they do anything?

7 replies

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I have heard that the 1099 forms are to be mailed out no later than (Original Post) doc03 Feb 17 OP

If you know what you received from that plan, I'd just report it on tax return if they don't have a portal. Silent Type Feb 17 #1

That is what I ended up doing last year since the amount is always the same doc03 Feb 17 #2

Never got mine in the mail EverHopeful Feb 17 #3

No just a phone number and someone that apparently doesn't care to do his job doc03 Feb 17 #5

Your online account at irs.gov will have the amount, if the org submitted it to them catrose Feb 18 #7

My investment fund has always been late...typically GP6971 Feb 17 #4

Are you assuming that the pension fund stopdiggin Feb 18 #6

Silent Type

(8,675 posts)

1. If you know what you received from that plan, I'd just report it on tax return if they don't have a portal.

Reply to doc03 (Original post)

Mon Feb 17, 2025, 11:14 PM

Feb 17

doc03

(37,561 posts)

2. That is what I ended up doing last year since the amount is always the same

Reply to Silent Type (Reply #1)

Mon Feb 17, 2025, 11:21 PM

Feb 17

and I have no taxes taken out. That is what I ended up doing last year since I filed online and didn't need to
mail the forms in.

EverHopeful

(445 posts)

3. Never got mine in the mail

Reply to doc03 (Original post)

Mon Feb 17, 2025, 11:25 PM

Feb 17

so I printed it out from SSA and my accountant was able to do my taxes with that copy.

Oops, sorry, you're talking about the one from your pension, not the SSA. Does the institution have a website where you can see your 1099?

doc03

(37,561 posts)

5. No just a phone number and someone that apparently doesn't care to do his job

Reply to EverHopeful (Reply #3)

Mon Feb 17, 2025, 11:42 PM

Feb 17

"Maybe I will send it out tomorrow". I am just going to use last year's information; I file online anyway.

catrose

(5,259 posts)

7. Your online account at irs.gov will have the amount, if the org submitted it to them

Reply to doc03 (Reply #5)

Tue Feb 18, 2025, 02:35 AM

Feb 18

GP6971

(34,279 posts)

4. My investment fund has always been late...typically

Reply to doc03 (Original post)

Mon Feb 17, 2025, 11:33 PM

Feb 17

late February/early March. I complain every year, but nothing changes so I closed the account. I've found that little can be done about it.

stopdiggin

(13,461 posts)

6. Are you assuming that the pension fund

Reply to doc03 (Original post)

Tue Feb 18, 2025, 12:17 AM

Feb 18

is just flat out lying? That seems - a little unlikely to me - and could probably indeed result in problems for them. But the fact that you say you haven't gotten a form (even late?) for several years running now .. ? That would to me indicate that there most likely 'other issues' at play here. (a corrupted address?)

If you want to pursue this further - I would recommend either an ombudsman (if applicable, and/or such exists) or a call to a congressman's office.

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