Sunday, 16 March 2014

How Do I Get Form 1099-INT?

The Internal Revenue Service requires banks, credit unions and other interest-paying companies to send an IRS Form 1099-INT to taxpayers if they earned more than $10 in interest payments during the tax year. Taxpayers who own U.S. Savings Bonds and Treasury bills will also receive the form from the federal government if they earned more than $10 of interest during the year. If you misplace your 1099-INT form or did not receive a copy, you can contact your bank or the IRS to obtain a replacement copy, or to report non-receipt
Contact your bank or payer if you never received a form or misplaced your 1099-INT. Payers must mail you their forms by January 31. The IRS also requires payers to file their forms with the IRS by the end of February, if they file paper copies. Otherwise, they have until the end of March to file their forms with the IRS.
Ask your bank to mail you a replacement copy or original copy of the form.
Review your bank statements to obtain your interest earnings. Your bank may provide you with an annual summary of interest payments at the end of the year. Since the IRS does not require you to attach your 1099-INT forms to your tax returns, the form only serves an informational purpose. As such, you may be able to get your interest information from your bank statements.
Contact the IRS if you do not receive your form by February 15. You can call the agency's toll-free hotline at 800-829-1040 and report your missing form. The IRS will attempt to collect it on your behalf by contacting the payer directly.
Download IRS Form 4506-T, Request for Transcript of Tax Return.
Complete IRS Form 4506-T by providing your name, Social Security number, address and joint return information, if you filed a joint return with your spouse.
Enter "Form 1040" on line 6. Since the IRS does not keep copies of 1099-INT forms, the only way you can receive a replacement copy is if you filed it with your tax returns as an attachment. Otherwise, you must contact the payer directly.
Sign your form.

Send you form to the nearest IRS service center listed on Page 2 of the instructions

No comments:

Post a Comment