W-2表和1099R表 – 如果不正确或没收到怎么办？

January 20, 2019 6 Comments

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。

symbol of eagle with shield on dollar banknote
Photo by Karolina Grabowska on Pexels.com

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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