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I lost mt 2017 form 1099-r, OPM statement of annuity paid.

Customer Question
I lost mt 2017...

I lost mt 2017 form 1099-r, OPM statement of annuity paid. How do I get a replacement?

Accountant's Assistant: Have you talked to a MT lawyer about this?

No

Accountant's Assistant: What steps have you taken so far?

Googled but could not find anything useful. Ihave the 2016 form that has my taxpayer info etc.

Submitted: 1 month ago.Category: Tax
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Answered in 35 minutes by:
3/19/2018
Tax Professional: Robin D., Senior Tax Advisor 4 replied 1 month ago
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 17,634
Experience: 15years with H & R Block. Divisional leader, Instructor
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Hello, I'm Robin. Welcome to JustAnswer. I'm reviewing your question now and typing up my reply. I'll post that in just a few moments.

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Tax Professional: Robin D., Senior Tax Advisor 4 replied 1 month ago

I checked on the OPM replacement for 1099R and this what the OPM site advised:

Use Services Online (Retirement Services) to:

  • start, change, or stop Federal and State income tax withholdings;
  • request a duplicate tax-filing statement (1099R);
  • change your Personal Identification Number (PIN) for accessing our automated systems;
  • establish, change, or stop an allotment to an organization;
  • change your mailing address;
  • start direct deposit of your payment or change the account or financial institution to which your payment is sent;
  • establish, change, or stop a checking or savings allotment; and
  • view a statement describing your annuity payment.

You can also call our toll-free number 1(###) ###-####, for these and many of your voluntary withholdings. When using self-service systems, you need your claim number, Personal Identification Number (PIN), and social security number. If you do not have a PIN, call us.

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Category: Tax
Satisfied Customers: 17,634
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Experience: 15years with H & R Block. Divisional leader, Instructor

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