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Guest m.n.ouellette
Posted

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

Posted

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.

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