W-2表和1099R表 – 如果不正确或没收到怎么办?

Topic 154 – Forms W-2 and Form 1099–R (What to Do if Incorrect or Not Received)

如果您在每年1月31日之前没有收到W-2表【工资与税务说明书】(Form W-2, Wage and Tax Statement)或 1099-R表【退休金、年金、退休或利润分享计划、IRA个人退休帐户、保险合约等的发配金】(Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.),或收到的资料是不正确的,联络您的雇主/付款人。如果在二月底之前, 您仍没有收到遗失或更正的表格,您可致电国税局 800-829-1040 请求协助。请参阅电话协助运营时间表(Telephone Assistance for hours of operation)。致电时,请备齐以下资讯:

  • 您的姓名、地址(包括邮编)、电话号码、纳税人识别号码、和就业日期;
  • 您的雇主/付款人的名称、地址(包括邮编)、电话号码;
  • 雇主/付款人的身份号码(如果知道)(EIN);

国税局会为您联络雇主/付款人索取遗失或更正的表格。国税局还会寄给您4852表 ,补发的W-2表【工资与税务说明书】或1099-R表【退休金、年金、退休或利润分享计划、IRA个人退休帐户、保险合约等的发配金】(Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.),连同一封为您提供说明的信函。

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如果您没有及时收到遗失或更正的表格,导致您未能提交报税表,您可以使用4852表完成您的申报。您以4852表估计向您支付的工资或付款以及预扣的税金。如果您在提交申报表后才收到遗失或更正过的W-2或1099-R表,而表中的资料与您的估计金额不同,

你必须提交1040X表【美国个人所得税表更正书】(Form 1040X, Amended U.S. Individual Income Tax Return) 。更多有关申报更正税表的资讯,请看主题308和Should I File an Amended Return?我应該提交修改后的稅表吗?


internal revenue service. 2019. Topic 154 – Forms W-2 and Form 1099–R (What to Do if Incorrect or Not Received) . [https://www.irs.gov/zh-hant/chinese/zhuti154]. Accessed January 15, 2019.

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